James
Sawdon
Walter Keenan Wealth Management
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About this Advisor
James Sawdon is a financial advisor based in South Bend, Indiana, working with Walter Keenan Wealth Management. James has previously held positions at Walter & Keenan Financial Consulting Company, Oliver Estate, Inc, Deloitte, Graham Allen Partners, and the University Of Notre Dame. James has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, James is part of Walter Keenan Wealth Management, which operates out of South Bend, Indiana. The firm has 4 employees and manages assets totaling $767.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Walter Keenan Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Walter Keenan Wealth Management Brokerage Details
$767,071,979
4
383
$2,002,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Sawdon Work History
Walter & Keenan Financial Consulting Company
Oliver Estate, Inc
Deloitte
Oliver Estate, Inc
Graham Allen Partners
University Of Notre Dame
Disclosures
Please visit the SEC profile of James Sawdon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Walter Keenan Wealth Management
South Bend, IN
South Bend, IN
South Bend, IN
South Bend, IN
South Bend, IN
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