Keith Kelvin Anderson
Firm details
- Headquarters
- ,
- CRD number
- 114956
- Website
- keithkanderson.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals96.36%
- Charitable Organizations3.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keith Kelvin Anderson operates as a sole proprietorship, focusing on providing portfolio management services primarily for individuals, families, and institutional clients. The firm emphasizes personalized investment strategies tailored to the unique needs of its clients, which include both individuals and small businesses as well as larger institutions. The fee structure is based on a percentage of assets under management and hourly charges, allowing for flexibility in how clients are billed for services rendered.
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
- Non-Exchange Traded Equities74%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds8%
- US Government Bonds7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Keith Anderson
FounderCRD 2296552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Leyenda Capital
RIARAS Capital Services, Inc.
RIAParah Capital Management, LLC
RIAFremont, CA
Locke Financial Services, Inc.
RIAPalatine, IL
Waterhill Capital, LLC
RIABlackfield Capital Management LLC
RIARockville, MD