Keepsake Management Inc.
RIASEC Registered
Total AUM
$23.8M
Discretionary
$20.9M
88% of AUM
Avg account
$321K
Accounts
74
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 129359
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.15%
- Individuals30.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Keepsake Management Inc. is a small, privately owned corporate RIA that serves individual and family clients, with a stated focus on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not identify itself as a capital allocator. Keepsake does not list active ESG investing, multi-state adviser status, pension consulting, or related-adviser arrangements in its profile.
Assets & Accounts
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
- Non-Exchange Traded Equities46%
- Exchange Traded Equities41%
- Cash & Cash Equivalents13%
Contacts
1 of 1Christopher Chamberlain
PresidentCRD 2483900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
GBG Wealth Management LLC
RIALone Tree, CO
AUM $23.8MTEAM 4REPS 4
Abundit Wealth
RIASan Jose, CA
AUM $23.8MTEAM 2REPS 1
Jackson Wealth Inc
RIAFranklin, TN
AUM $23.8MTEAM 2REPS 2
Griffin Financial Services
RIAAUM $23.8MTEAM 1REPS 1
Sunrise Wealth Management, LLC
RIATucson, AZ
AUM $23.7MTEAM 1REPS 2
Springwood Financial Advisors
RIADallas, TX
AUM $23.8MTEAM 1REPS 1