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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Keidan Financial Consultants LLC
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|---|---|
| CRD # | 108093 |
| SEC # | 801-57002 |
| CIK # | |
| AUM | $496.3 M (2025-02-21) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 614-469-5003 |
| Address | 400 South 5th Street Columbus, OH 43215 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 26.4 |
| (b) Individuals (high net worth individuals) | 131 | 464.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 496.3 |
| By Discretionary | ||
| Discretionary | 502 | 468.4 |
| Non-Discretionary | 20 | 27.8 |
| Total | 522 | 496.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.3 | |
| Total | 522 | 496.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chelsea Counsel Company
✚
|
CA | 0.5 |
|
Disciplined Investments LLC
✚
|
OK | 0.5 |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.5 |
|
Clifford Capital Partners LLC
✚
|
UT | 0.5 |
|
Hinds Financial Group Inc
✚
|
CO | 0.5 |
|
EPG Wealth Management LLC
✚
|
GA | 0.5 |
|
Capshift Advisors LLC
✚
|
MA | 0.5 |
|
Oxford Wealth Management LLC
✚
|
UT | 0.5 |
|
Aviso Wealth Management
✚
|
WA | 0.5 |
|
Broadleaf Partners LLC
✚
|
OH | 0.5 |