Keenan Financial
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 285673
- Registered since
- November 2, 2023
- Website
- www.keenanfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.29%
- HNWI39.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keenan Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm focuses on individual and family clients and offers fee arrangements that combine a percentage of assets under management with fixed fees. Core services include comprehensive financial planning and portfolio management for individuals, small businesses, and institutional or business clients. Keenan Financial reports no active ESG investing emphasis and is structured without an allocation program for outside alternative fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds84%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Brian Keenan
President & CEOCRD 6217930
Contacts
3 of 19
Alexander Adourian
Financial AdvisorCRD 8182216
Ethan Bester
Financial AdvisorCRD 8186130
William Whitcher
Financial AdvisorCRD 8182234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$148M in ETFs
51%
$75.4M
49%
$73M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH ETF (FBCG) | Fidelity | Active | Large Growth | $23.8M | 382,839 | 16.02% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 7 Bulfinch Pl
- Time zone
- ET (UTC-5)
- Office locations
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