WALTER & KEENAN WEALTH MANAGEMENT, LLC

WALTER KEENAN WEALTH MANAGEMENT
SOUTH BEND, Indiana·3 registered advisors·CRD# 104838
SEC# 801-223670574-287-5977
01

Firm Overview

AUM
$767M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WALTER & KEENAN WEALTH MANAGEMENT, LLC

3 registered advisors
Daniel William Wolfson
SOUTH BEND, Indiana
James Arthur Sawdon
SOUTH BEND, Indiana
James F Keenan
SOUTH BEND, Indiana
05

Office Locations

SOUTH BEND, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. WALTER & KEENAN WEALTH MANAGEMENT, LLC (CRD# 104838) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.