Keating Investment Counselors Inc
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Overview
Keating Investment Counselors Inc is an advisory company headquartered in Delray Beach, Florida. Keating Investment Counselors Inc controls $322.1 million in assets under management over 327 customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). It has a small group, including 2 financial advisors. Keating Investment Counselors Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, bonds and equities.
Keating Investment Counselors Inc manages the majority of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments without requiring client authorization. The firm also oversees one non-discretionary accounts with a total of $4.4 million in AUM. Keating Investment Counselors Inc oversees an average of $985,101 for each account. An average financial advisor at Keating Investment Counselors Inc manages around 164 client accounts.
Keating Investment Counselors Inc's central office is located at 101 Se 6Th Ave, Delray Beach, Florida 33483. The company is legally registered to provide services to customers across 10 states, including California, Colorado, Florida, Illinois, Louisiana, Nebraska, New Hampshire, New York, North Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Keating Investment Counselors Inc by the Numbers
$322.1 million
3
327
$985.1 thousand
Fee Structure
Fees charged by financial advisors usually are based on which service is offered. However, fee types billed by the firm likely include any combination of the following fee types: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm does business with a broad range of investors. Keating Investment Counselors Inc works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 327 customers, Keating Investment Counselors Inc's biggest client by number of accounts is high net worth investors, though it also serves 82 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 58.16%
- Other Individuals - 38.3%
- Corporations - 2.13%
- Charitable Organizations - 1.42%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Keating Investment Counselors Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Keating Investment Counselors Inc
Delray Beach, FL
Delray Beach, FL
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