Se connecter Inscription gratuite

Keenan R Hauke (Fishers)


Keenan R Hauke is a large advisory firm based in Fishers. It manages $27 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Indiana, and Ohio.

Logo

Keenan R Hauke provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keenan R Hauke: assets under management

The assets under management (AUM) of Keenan R Hauke is $27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Keenan R Hauke for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fishers

The principal office where Keenan R Hauke performs its advisory services is located at 11650 North Lantern Road, Fishers, IN 46038, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-203-3365 or by fax 317-576-8601. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.samexcapital.com.


Registered investment advisers similar to Keenan R Hauke