Patrick J. Keating Investment Management, LLC
RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$900K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153642
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.22%
- Individuals27.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Patrick J. Keating Investment Management, LLC is an independent, individually owned registered investment adviser organized as a limited liability partnership. The firm bills clients on a percentage-of-assets-under-management basis and focuses on portfolio management for individuals and small businesses. It is not positioned as a capital allocator or pension consultant, does not market itself as an active ESG investor, and is not registered as a multi-state or newly formed adviser in the data provided.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1Patrick Keating
Managing MemberCRD 5779281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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