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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 2
Office Locations
About Keenan Financial
Keenan Financial is a Boston-area fiduciary advisory firm providing financial planning and investment implementation for individuals and business owners/entrepreneurs. The team researches across providers to match portfolios and products to client needs, with planning support spanning tax, estate, insurance and business-succession strategies. Investment work emphasizes asset allocation using vehicles such as mutual funds and fixed income. Advisors have been featured in Bloomberg and CNN; custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN EDWARD KEENAN
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #6217930
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Alexander Adourian
--
- CRD
- #8182216
James Morgan Ball
Associate
- CRD
- #7694758
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,481,625 | $105,240 |
| Non-Discretionary | $0 | -- |
| Total | $202,481,625 | $105,240 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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