Keeler & Nadler Financial Planning and Wealth Management LLC

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Assets, Funds, Holdings

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Keeler & Nadler Financial Planning and Wealth Management LLC
CRD #173079
SEC #801-80394
CIK #0002035883
AUM $409.0 MM (2024-07-19)
Employees 10 (70% Investors, 10% Brokers)
Phone614-791-4123
Address485 Metro Place South
Dublin, OH 43017
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 1.8
MSFT 1,918,222.4 1.1
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
190152114763802022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 309 114.5
(b) Individuals (high net worth individuals) 109 277.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 15.6
(h) Charitable organizations 0 1.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,446 409.0
By Discretionary
Discretionary 1,372 374.0
Non-Discretionary 74 35.0
Total 1,446 409.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 409.0
Total 1,446 409.0
EDGAR Form CIK 2011 - 2024
13F-HR [0002035883]
Comparable Firms State AUM ($BB)
Avaii Wealth Management LLC
WI 0.4
Dean Jacobson Financial Services LLC
TX 0.4
Compass Financial Management LLC
FL 0.4
Zimmermann Investment Management & Planning LLC
PA 0.4
Whitener Capital Management Inc
NC 0.4
Ashton Thomas Securities LLC
NY 0.4
Orin Green Financial LLC
CA 0.4
Tri-Ad Capital Management I LLC
CA 0.4
25 LLC
MO 0.4
Morris Financial Concepts Inc
SC 0.4
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