James
Sawdon

Walter Keenan Wealth Management

CRD#7130997
Investment Advisor
in South Bend, IN

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

202 S. Michigan St. Suite 910
South Bend, IN 46601

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Walter Keenan Wealth Management Brokerage Details

Total Assets Under Management

$767,071,979

IN Average: $1,347,246,178
Total Number of Employees

4

IN Average: 46
Total Number of Accounts

383

IN Average: 1,775
Average Account Size

$2,002,799

IN Average: $759,012

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

2019 - Present (5 years)

Walter & Keenan Financial Consulting Company

2016 - 2019 (3 years)

Oliver Estate, Inc

2015 - 2016 (1 year)

Deloitte

2015 - 2015 (< 1 year)

Oliver Estate, Inc

2015 - 2015 (< 1 year)

Graham Allen Partners

2014 - 2015 (1 year)

University Of Notre Dame

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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

James Sawdon
South Bend, IN
Daniel Wolfson
South Bend, IN
Bryant Robinson
South Bend, IN
Charles Crabill
South Bend, IN
James Keenan
South Bend, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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