Keaton
Macut

Asset Strategy Retirement Plan Consultants, LLC

CRD#7027759
Investment Advisor
in Camp Hill, PA

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About this Advisor

Keaton Macut is a financial advisor based in Camp Hill, Pennsylvania, working with Asset Strategy Retirement Plan Consultants, LLC. Keaton has previously held positions at Asset Strategy Retirement Plan Consultants LLC, Asset Strategy Retirement Plan Consultants, and Usi Insurance Services. Keaton has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Keaton is part of Asset Strategy Retirement Plan Consultants, LLC, which operates out of Camp Hill, Pennsylvania. The firm has 5 employees and manages assets totaling $75.8 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 pension consulting services. The fee structure at Asset Strategy Retirement Plan Consultants, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

3500 Market Street, Suite 102
Camp Hill, PA 17011

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Asset Strategy Retirement Plan Consultants, LLC Brokerage Details

Total Assets Under Management

$75,805,739

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

389

PA Average: 3,342
Average Account Size

$194,873

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Keaton Macut Work History

2018 - Present (6 years)

Asset Strategy Retirement Plan Consultants LLC

2018 - Present (6 years)

Asset Strategy Retirement Plan Consultants

2011 - 2018 (7 years)

Usi Insurance Services

Disclosures

Please visit the SEC profile of Keaton Macut 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 Asset Strategy Retirement Plan Consultants, LLC

Keaton Macut
Camp Hill, PA
Clark Frese
Camp Hill, PA

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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