K
CRD: 123770
Keitz Investment Management Ltd.
Ambler, PA, 19002
2158875100
$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
96 ADV. Clients
31 yrs Firm Age
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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
100 West AVE, Suite 100 Beaver Hill South Jenkintown PA
1126 Horsham RD Suite 110 Ambler PA
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. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
53 AVG AGE
$16.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
31.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Capital Oak catalyst
Investment Themes
Prime insight Vital
Investment Vehicles
Foundation Atlas
Services
Optima timber Vertex Vertex north Focus
Owner & Executives
M
MICHAEL LOREN KEITZ
Founder, Principal, VICE PRESIDENT
- CRD
- #2253807
- Ownership
- 50% but less than 75%
(314) 683-2612
bridge.legacy@atlascapital.com
in linkedin.com/in/harbor-atlas
NEAL HOWARD KEITZ
Founder, President, Principal
- CRD
- #4602558
- Ownership
- 50% but less than 75%
(402) 764-2204
quantum.pioneer@legacycapital.com
in linkedin.com/in/atlas-vertex
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $16,000,000
Equity - Exchange:
37.2% Corporate - Investment Grade:
33.9% Cash:
14.8% U.S. Government/Agency:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,622,070,506 | 37.2% |
| Corporate - Investment Grade | $2,389,467,477 | 33.9% |
| Cash | $1,043,189,341 | 14.8% |
| U.S. Government/Agency | $993,849,304 | 14.1% |
| Total | $7,048,576,628 | 100.0% |