KEELER THOMAS MANAGEMENT LLC

OREM, Utah·4 registered advisors·CRD# 109522
SEC# 801-1003540801-226-0800
01

Firm Overview

AUM
$338M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KEELER THOMAS MANAGEMENT LLC

4 registered advisors
Adam Keeler Jones
OREM, Utah
Charles Joseph Unice
OREM, Utah
ChFC
John Leonard Unice
OREM, Utah
CFP
Richard Keeler Jones
OREM, Utah
05

Office Locations

OREM, Utah
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KEELER THOMAS MANAGEMENT LLC (CRD# 109522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.