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KEEL POINT, LLC
KEEL POINT, LLC
HUNTSVILLE, Alabama
·
7 registered advisors
·
CRD# 127902
SEC# 801-62249
8
256-704-5111
01
Firm Overview
AUM
$2.9B
Regulatory assets under management
Employees
83
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at KEEL POINT, LLC
7 registered advisors
Alan Lee Bagwell
HUNTSVILLE, Alabama
CRD# 4815554
David Melville Parks
HUNTSVILLE, Alabama
CRD# 1963068
Edward Lyle Minton
HUNTSVILLE, Alabama
CRD# 4131106
James Michael Perry
HUNTSVILLE, Alabama
CRD# 1189342
Robert Carl Mayes
HUNTSVILLE, Alabama
CRD# 719831
Sandra Hudson Stephens
HUNTSVILLE, Alabama
CRD# 6606929
Steven Lynn Skancke
HUNTSVILLE, Alabama
CRD# 5327191
05
Office Locations
HUNTSVILLE, Alabama
7 advisors
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Data sourced from SEC Form ADV filings. KEEL POINT, LLC (CRD# 127902) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.