Keats Connelly And Associates Inc. (Phoenix)
Keats Connelly And Associates Inc. is a pension cosultant based in Phoenix. It manages $5.97 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Florida, Michigan, and Washington.
Keats Connelly And Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Keats Connelly And Associates: assets under management
The assets under management (AUM) of Keats Connelly And Associates Inc. is $5.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Keats Connelly And Associates Inc. for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Phoenix
The principal office where Keats Connelly And Associates Inc. performs its advisory services is located at 3336 North 32 Nd Street, Phoenix, AZ 85018 6241, which is also the mailing address of the firm. An additional office of the firm is in Boynton Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-955-5007 or by fax 602-224-5874. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.keatsconnelly.com.
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