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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-1995
- Office Locations
- 2
Office Locations
About Keitz Investment Management Ltd.
Keitz Investment Management Ltd. is a Ambler-based RIA with 2 offices. The firm has been operating for 31 years. Managing $16.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 96 clients, or 96 clients per representative. That equates to $166.7K in reported AUM per client.
The profile lists 2 reported office locations and 31 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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- Investment Themes
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Owner & Executives
MICHAEL LOREN KEITZ
Founder, Principal, VICE PRESIDENT
- CRD
- #2253807
- Ownership
- 50% but less than 75%
NEAL HOWARD KEITZ
Founder, President, Principal
- CRD
- #4602558
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Keitz Investment Management Ltd. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.