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Keefer Pension Consulting, Inc.

Headquartered in EL SEGUNDO, CA

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Firm Information

Keefer Pension Consulting, Inc. is an investment advisor with 1 investment advisor representative. The firm provides financial planning and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $168,849,237 in regulatory assets.

Keefer Pension Consulting, Inc.

$168.85M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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)

KEEFER PENSION CONSULTING, INC. has a total of 1 branch locations across the country.
location

EL SEGUNDO, CA

Advisors at Keefer Pension Consulting, Inc.

View All 2 Advisors
Unclaimed
Richard Louis Kaplan

RA

EL SEGUNDO, CA

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Unclaimed
Guy William Keefer

CFP®, RA

EL SEGUNDO, CA

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Disclosures

There are no public disclosures for Keefer Pension Consulting, Inc..

Frequently Asked Questions (6)

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