O'Keefe Stevens Advisory, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 286338
- Registered since
- February 8, 2017
- Website
- www.okeefestevens.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.25%
- Individuals12.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
O'Keefe Stevens Advisory, Inc. is an independent, SEC-registered registered investment adviser that began registration in 2017 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The firm does not market itself as an active ESG investor and is not described as a capital allocator.
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
- Exchange Traded Equities83%
- Cash & Cash Equivalents17%
Owners & executives
2 of 2
Carly Flanigan
Chief Compliance OfficerCRD 6557196
Peter O'keefe
Chief Investment OfficerCRD 1021195
Contacts
3 of 3
Kellan Peer
Financial AdvisorCRD 7981212
Grace Stolberg
Financial Advisor InternCRD 7748985
Justin Stevens
PresidentCRD 5544125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$9.2M in ETFs
100%
$9.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $4.1M | 6,268 | 44.47% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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