$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
16 yrs Firm Age
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- Custodian
- BMO Harris ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2010
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Patrick J. Keating Investment Management, LLC
Patrick J. Keating Investment Management, LLC is a LAS Vegas-based RIA. The firm has been operating for 16 years. Managing $1.8M in total assets under management, with 1 advisory representatives. They custody assets with BMO Harris and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
P
PATRICK J KEATING
Advisor, Managing Member, Owner
- CRD
- #5779281
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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