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KEEL POINT, LLC
Tel: 256-704-5111
100 Church Street Suite 500
Huntsville, Alabama 35801
KEEL POINT, LLC
KEEL POINT, LLC is a Huntsville, Alabama based financial advisory firm with nearly $2,940,456,131 in assets under management and provides investment advisory services for 5548 clients. There are currently 83 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING SERVICE TO THIRD-PARTY RIA)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
127902
SEC#:
801-62249
No. of Clients:
5548
Assets under Management
$2,940,456,131
No. of Advisors:
83
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