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| Keidan Financial Consultants LLC
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| |
|---|---|
| CRD # | 108093 |
| SEC # | 801-57002 |
| CIK # | |
| AUM | $442.1 MM (2024-03-20) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 614-469-5003 |
| Address | 400 South 5th Street Columbus, OH 43215 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 34.1 |
| (b) Individuals (high net worth individuals) | 118 | 402.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 442.1 |
| By Discretionary | ||
| Discretionary | 484 | 384.2 |
| Non-Discretionary | 40 | 57.9 |
| Total | 524 | 442.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.1 | |
| Total | 524 | 442.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grant/Grossmendelsohn LLC
✚
|
MD | 0.4 |
|
AF Advisors Inc
✚
|
CA | 0.4 |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 0.4 |
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.4 |
|
Trinity Financial Partners II LLC
✚
|
PA | 0.4 |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Consolidated Financial Management Group LLC
✚
|
OH | 0.4 |
|
Oxler Private Wealth LLC
✚
|
NY | 0.4 |
|
Edmonds Duncan Registered Investment Advisors LLC
✚
|
KS | 0.4 |
|
West Oak Capital LLC
✚
|
ID | 0.4 |