$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
24 yrs Firm Age
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- Custodian
- Pershing ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2002
- Office Locations
- 1
Office Locations
535 5TH AVE, 4TH Floor NEW York NY
About Keenan Private Wealth Management
Keenan Private Wealth Management is an independent New York City wealth consultancy providing white glove financial planning, retirement planning, and investment/wealth management for high net-worth clients, including young professionals, corporate executives, entrepreneurs, retirees, and their families. Portfolios primarily use public funds and ETFs, with custody support including Pershing.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES EDWARD KEENAN JR
Owner, President
- CRD
- #872666
- Ownership
- 75% or more
Available
Available
Available
M
MARILYNN D. BALKE
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,457,113 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,457,113 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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