Keith
Muth

Mariner Independent

CRD#7434493
Investment Advisor
in Richmond, VA

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About this Advisor

Keith Muth is a financial advisor based in Richmond, Virginia, working with Mariner Independent. Keith has previously held positions at Irongate Capital Advisors/Vam Partners, Securian Financial Services Inc, General Services Administration, Rock Health Inc, Care.Com, Kinsights Inc, Mariner Independent Advisor Network, and Watch Hill Financial, Inc. Keith has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Keith is part of Mariner Independent, which operates out of Richmond, Virginia. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7501 Boulders View Drive Suite 620
Richmond, VA 23235

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Mariner Independent Brokerage Details

Total Assets Under Management

$8,146,610,014

VA Average: $2,243,162,756
Total Number of Employees

184

VA Average: 44
Total Number of Accounts

27,977

VA Average: 4,091
Average Account Size

$291,190

VA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Keith Muth Work History

2023 - Present (1 year)

Mariner Independent Advisor Network

2023 - Present (1 year)

Watch Hill Financial, Inc

2022 - 2023 (1 year)

Irongate Capital Advisors/Vam Partners

2022 - 2023 (1 year)

Securian Financial Services Inc

2021 - 2022 (1 year)

Irongate Capital Advisors/Vam Partners

2018 - 2021 (3 years)

General Services Administration

2016 - 2018 (2 years)

Rock Health Inc

2016 - 2016 (< 1 year)

Care.Com

2011 - 2015 (4 years)

Kinsights Inc

Disclosures

Please visit the SEC profile of Keith Muth 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 Mariner Independent

Jacob Whitaker
Sacramento, CA
Blake Curtin
Palos Verdes Peninsula, CA
Hector Garza
San Jose, CA
Chad Faul
Walnut Creek, CA
Brennan Kurtela
Stanford, CA
Mason Monroe
Reno, NV
Jason Johnson
Santa Rosa, CA
Eric Sporing
Blue Springs, MO

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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