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 registered investment adviser that began its SEC registration in 2017. The firm is structured as a corporation with individual ownership and focuses its practice on individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it bills clients through a mix of percentage-of-assets and fixed-fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
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
Peter O'keefe
Chief Investment OfficerCRD 1021195
Carly Flanigan
Chief Compliance OfficerCRD 6557196
Contacts
3 of 4
Justin Stevens
PresidentCRD 5544125
Grace Stolberg
Financial Advisor InternCRD 7748985
Kellan Peer
Financial AdvisorCRD 7981212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$11.1M in ETFs
100%
$11.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $4.8M | 6,240 | 43.03% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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