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KEELER THOMAS MANAGEMENT LLC

Tel: 801-226-0800
1327 South 800 East
Orem, Utah  84097

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KEELER THOMAS MANAGEMENT LLC

KEELER THOMAS MANAGEMENT LLC is a Orem, Utah based financial advisory firm with nearly $379,274,089 in assets under management and provides investment advisory services for 839 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

109522

SEC#:

801-100354

No. of Clients:

839

Assets under Management

$379,274,089

No. of Advisors:

13

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