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Keenan Financial

Headquartered in BOSTON, MA

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Firm Information

Keenan Financial is an investment advisor based in Boston, MA. They offer financial planning and portfolio management services to individuals and businesses. They manage approximately $102,705,869 in assets for 1,096 clients, primarily high-net-worth individuals and individuals other than high-net-worth.

Keenan Financial

11 BEACON ST

BOSTON, MA 02108

$102.71M

Assets Under Management

9

Total Clients

16

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (2)

KEENAN FINANCIAL has a total of 2 branch locations across the country.
location

BOSTON, MA

location

Boston, MA

Advisors at Keenan Financial

View All 16 Advisors
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Samuel Alvin Hinson

RA

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William Peter Davis

RA

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Murphy Jones

RA

BOSTON, MA

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John H Reid

RA

BOSTON, MA

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Casey Thomas Huffman

RA

BOSTON, MA

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Nicholas Jasie

RA

BOSTON, MA

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Christopher Labarbera

RA

BOSTON, MA

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Griffin Coates

RA

BOSTON, MA

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Disclosures

There are no public disclosures for Keenan Financial.

Frequently Asked Questions (7)

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