|
⚲
|
| Keidan Financial Consultants LLC
✚
|
|
|---|---|
| CRD # | 108093 |
| SEC # | 801-57002 |
| CIK # | |
| AUM | $384.8 MM (2023-03-02) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 614-469-5003 |
| Address | 400 South 5th Street Columbus, OH 43215 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 19.6 |
| (b) Individuals (high net worth individuals) | 133 | 360.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 384.8 |
| By Discretionary | ||
| Discretionary | 476 | 328.0 |
| Non-Discretionary | 54 | 56.9 |
| Total | 530 | 384.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.8 | |
| Total | 530 | 384.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Betterwealth LLC
✚
|
CA | 0.4 |
|
Keeney Financial Group Inc
✚
|
MD | 0.4 |
|
Tom Financial Services LLC
✚
|
FL | 0.4 |
|
Heacock & Jones Financial Services Inc
✚
|
IA | 0.4 |
|
AAF Wealth Management LLC
✚
|
MA | 0.4 |
|
FSA Wealth Management LLC
✚
|
MA | 0.4 |
|
Safe Harbor Family Capital LLC
✚
|
NC | 0.4 |
|
Measured Wealth Private Client Group LLC
✚
|
NH | 0.4 |
|
CornerStone Wealth Advisors Inc
✚
|
MN | 0.4 |
|
Bigelow Investment Advisors LLC
✚
|
ME | 0.4 |