$64.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 07-15-1996
- Office Locations
- 1
Office Locations
15900 S. Wolf Road Suite 203 Orland Park IL
About Okeefe & Associates, P.c.
O'Keefe & Associates Law Corporation, P.C. is a boutique practice led by Sean A. O'Keefe, with 30+ years' experience in bankruptcy, commercial transactions, business litigation, and federal appellate work. The firm has handled 15+ matters before the Ninth Circuit and its Bankruptcy Appellate Panel, and scales larger, complex cases through of-counsel and cooperative relationships with other attorneys and firms.
Team overview
-- AVG AGE
$64.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
28 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Foundation legacy Alpha Ember delta
Client Personas
Vital crest
Custodian
Eagle Foundation glacier Horizon Focus focus
Investment Themes
Matrix Insight
Investment Vehicles
Foundation Pioneer value
Services
Optima Peak
Technology
Insight
Owner & Executives
T
TIMOTHY JOSEPH OKEEFE
President
- CRD
- #2445899
- Ownership
- 75% or more
(930) 466-5538
fusion.momentum@radialcapital.com
in linkedin.com/in/signal-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $64,676,634 | -- |
| Total | $64,676,634 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,676,634
Public Funds:
63.8% Equity - Exchange:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,843,171,341 | 63.8% |
| Equity - Exchange | $2,180,608,190 | 36.2% |
| Total | $6,023,779,531 | 100.0% |