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Kathleen Elizabeth Keating

FFT WEALTH MANAGEMENT LLC·WEST CONSHOHOCKEN, Pennsylvania
Clean recordFFT WEALTH MANAGEMENT LLC
ONE TOWER BRIDGE, WEST CONSHOHOCKEN, PA 19428CRD# 4586262Firm CRD# 151225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Elizabeth Keating · WEST CONSHOHOCKEN, PA
Registration
CRD #4586262 · FFT WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathleen Elizabeth Keating is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with FFT WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FFT WEALTH MANAGEMENT LLC
FFT WEALTH MANAGEMENT
AUM
$3.1B
Regulatory assets under management
Employees
30
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4586262
Firm CRD# 151225
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Elizabeth Keating offer?
Kathleen Elizabeth Keating specializes in Financial Planning, Investment Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Kathleen Elizabeth Keating's credentials?
Kathleen Elizabeth Keating is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Elizabeth Keating located?
Kathleen Elizabeth Keating is based in WEST CONSHOHOCKEN, Pennsylvania, working with FFT WEALTH MANAGEMENT LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Kathleen Elizabeth Keating charge for services?
Kathleen Elizabeth Keating's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FFT WEALTH MANAGEMENT LLC?
FFT WEALTH MANAGEMENT LLC has approximately 30 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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