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Keebeck Wealth Management LLC

Headquartered in CHICAGO, IL

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Firm Information

Keebeck Wealth Management LLC is a registered investment advisor based in Chicago, IL. The firm manages approximately $1.62 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management for individuals and pooled investment vehicles. They are also registered with the SEC.

Keebeck Wealth Management LLC

150 N. RIVERSIDE PLAZA

CHICAGO, IL 60606

$1.62B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KEEBECK WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Keebeck Wealth Management LLC

View All 5 Advisors
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Matthew Callan Carey

RA

CHICAGO, IL

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Christopher John Duff

RA

CHICAGO, IL

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Bruce Keebeck Lee

RA

Chicago, IL

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Joseph Byron Polakoff

RA

CHICAGO, IL

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Donna D Shin

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Keebeck Wealth Management LLC.

Frequently Asked Questions (8)

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