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Charles J. Keenan Iv

KEENAN CAPITAL, LLC·BURLINGAME, California
Clean recordKEENAN CAPITAL, LLC
1229 BURLINGAME AVENUE, BURLINGAME, CA 94010CRD# 6183396Firm CRD# 167390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles J. Keenan Iv · BURLINGAME, CA
Registration
CRD #6183396 · KEENAN CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles J. Keenan Iv is a registered financial advisor based in BURLINGAME, California, affiliated with KEENAN CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KEENAN CAPITAL, LLC
KEENAN CAPITAL, LLC
AUM
$662M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KEENAN CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6183396
Firm CRD# 167390
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles J. Keenan Iv offer?
Charles J. Keenan Iv specializes in Retirement Planning. Contact their office in BURLINGAME, California for a consultation.
What are Charles J. Keenan Iv's credentials?
Charles J. Keenan Iv is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles J. Keenan Iv located?
Charles J. Keenan Iv is based in BURLINGAME, California, working with KEENAN CAPITAL, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Charles J. Keenan Iv charge for services?
Charles J. Keenan Iv's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEENAN CAPITAL, LLC?
KEENAN CAPITAL, LLC has approximately 5 employees and manages $662M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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