Keebeck Wealth Management
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 297496
- Registered since
- July 6, 2018
- Website
- www.keebeck.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.49%
- Pension & Profit Sharing Plans10.04%
- Corporations / Businesses0.86%
- Charitable Organizations0.61%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Keebeck Wealth Management is an independent, privately owned registered investment adviser that provides discretionary portfolio management primarily to individuals, families and small business owners, with institutional clients as well. The firm charges fees based on a percentage of assets under management and identifies itself as a capital allocator, drawing on external managers for certain strategies. Keebeck has been SEC-registered since 2018. It does not flag itself as an active ESG investor, it is not a multi-state adviser, and it does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds34%
- Exchange Traded Equities20%
- Private Funds17%
- Cash & Cash Equivalents11%
- State & Local Bonds10%
Owners & executives
2 of 2
Bruce Lee
Founder and CEOCRD 1464745
Matthew Carey
Chief Compliance OfficerCRD 7268315
Contacts
2 of 2
Christopher Duff
Vice President, AnalystCRD 6420062
Joseph Polakoff
PresidentCRD 4429339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$675M in ETFs
89%
$600M
7%
$75.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $67.2M | 89,755 | 9.96% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 150 N Riverside Plz
- Time zone
- CT (UTC-6)
- Office locations
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