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Matthew David Keller

UASNM, INC.·ALBUQUERQUE, New Mexico
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7601 JEFFFERSON STREET NE, ALBUQUERQUE, NM 87109CRD# 4632815Firm CRD# 132903
01

About

Matthew David Keller is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with UASNM, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
UASNM, INC.
UAS WEALTH ADVISORS
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UASNM, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4632815
Firm CRD# 132903
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew David Keller offer?
Matthew David Keller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Matthew David Keller's credentials?
Matthew David Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Keller located?
Matthew David Keller is based in ALBUQUERQUE, New Mexico, working with UASNM, INC.. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Matthew David Keller charge for services?
Matthew David Keller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UASNM, INC.?
UASNM, INC. has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCJoseph Jacob Kopczynski — UASNM, INC.Mary O'connell Mahoney — MGM LLCLisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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