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KEEL POINT ADVISORS, LLC
KEEL POINT ADVISORS, LLC
VIENNA, Virginia
·
1 registered advisor
·
CRD# 139379
SEC# 801-66114
703-807-2020
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at KEEL POINT ADVISORS, LLC
1 registered advisor
Geoffrey Matthew Thornett
VIENNA, Virginia
CRD# 4697516
05
Office Locations
VIENNA, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. KEEL POINT ADVISORS, LLC (CRD# 139379) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.