Walter Keenan Wealth Management
Firm details
- Headquarters
- South Bend, Indiana
- CRD number
- 104838
- Registered since
- October 19, 1984
- Website
- www.walterandkeenan.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.07%
- Charitable Organizations26.71%
- Corporations / Businesses9.46%
- Individuals1.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Walter Keenan Wealth Management is an LLC operating as an independent, SEC-registered RIA since 1984. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services to individuals, families and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third‑party advisers. Fee arrangements are a combination of percentage of AUM, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser.
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 Equities38%
- Public Funds/Mutual Funds28%
- Other23%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
Contacts
3 of 6
Daniel Wolfson
PartnerCRD 6189062
Bryant Voeson
Associate AdvisorCRD 7889268
Tanner Watson
Wealth AdvisorCRD 6931335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$112M in ETFs
69%
$77.5M
16%
$34.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14.8M | 39,868 | 13.16% |
Location
South Bend, IN
St Joseph
Location
South Bend, IN
Headquartered in South Bend, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 202 S Michigan St
- Time zone
- ET (UTC-5)
- Office locations
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