K
CRD: 150657
Keefer Pension Consulting, Inc.
EL Segundo, CA, 90245
3108628439
$197.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-15-2009
- Office Locations
- 1
Office Locations
400 Continental Boulevard 6TH Floor EL Segundo CA
About Keefer Pension Consulting, Inc.
Keefer Pension Consulting, Inc. is a EL Segundo-based RIA. The firm has been operating for 16 years. Managing $197.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$197.0M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Unlock to see real insight on optima north.
Full visibility includes strategy notes for wave value fusion.
Request access to benchmark trends tied to horizon crest.
See the complete signal summary connected to vector.
Unlock to see real insight on vital frontier vector.
Open the full profile to inspect shifts in unison zenith.
Premium access reveals conviction themes in bridge frontier.
See the complete signal summary connected to catalyst.
Asset Classes
Alpha focus
Client Personas
Signal
Investment Themes
Meridian pathway
Investment Vehicles
Summit
Services
North pathway Peak timber Quantum ember Frontier catalyst Horizon
Owner & Executives
G
GUY WILLIAM KEEFER
Chief Compliance Officer, President
- CRD
- #1630892
- Ownership
- 75% or more
(287) 839-5555
zenith.focus@valuecapital.com
in linkedin.com/in/pathway-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $197,029,370 | $901,269 |
| Total | $197,029,370 | $901,269 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $197,029,370
Public Funds:
14.0% Cash:
28.0% Equity - Exchange:
14.7% U.S. Government/Agency:
23.6% Municipal Bonds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $858,096,768 | 14.0% |
| Cash | $1,716,193,537 | 28.0% |
| Equity - Exchange | $901,001,607 | 14.7% |
| U.S. Government/Agency | $1,446,505,981 | 23.6% |
| Municipal Bonds | $1,207,464,739 | 19.7% |
| Total | $6,129,262,632 | 100.0% |