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KEELER THOMAS MANAGEMENT LLC
KEELER THOMAS MANAGEMENT LLC
OREM, Utah
·
6 registered advisors
·
CRD# 109522
SEC# 801-100354
0
801-226-0800
01
Firm Overview
AUM
$338M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
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 Planning
Investment Management
Wealth Management
04
Advisors at KEELER THOMAS MANAGEMENT LLC
6 registered advisors
Adam Keeler Jones
OREM, Utah
CRD# 5485098
Cary Wasden
OREM, Utah
CRD# 2453157
Charles Joseph Unice
OREM, Utah
CRD# 1433701
Gerald Thomas Garrett
OREM, Utah
CRD# 4802182
John Leonard Unice
OREM, Utah
CRD# 868350
Richard Keeler Jones
OREM, Utah
CRD# 1047598
05
Office Locations
OREM, Utah
6 advisors
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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
.