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Keating Investment Counselors Inc

● SEC registered since 1983CRD 110134SEC# 801-19820Delray Beach, FL
Export (members)
Reg. AUM
$343.5M
Employees
4
Accounts
369
Location
Delray Beach, FL

Keating Investment Counselors Inc assets under management

Keating Investment Counselors Inc operates as an SEC-registered investment adviser based in Delray Beach, FL. The firm has been registered since 1983. It reports $343.5 million in regulatory assets under management and employs 4 people.
keatinginvestment.comView on SEC.gov ↗

Keating Investment Counselors Inc owners & executives

3 reported
NameTitleOwnershipSince
Ana Isabel Keating ControlSecretary/Treasurer/Office ManagerUnder 5%2022
Richard Travis Keating ControlChief Compliance Officer/President/Portfolio Manager/Investment AnalystOver 75%2018
Ursula Stephanie AugerVice President/Portfolio Manager/Research AnalystUnder 5%2021

Frequently asked questions

How much does Keating Investment Counselors Inc manage?

Keating Investment Counselors Inc reports $343.5 million in regulatory assets under management on its Form ADV.

How many employees does Keating Investment Counselors Inc have?

Keating Investment Counselors Inc reports 4 employees.

Where is Keating Investment Counselors Inc located?

Keating Investment Counselors Inc is based in Delray Beach, FL and has been SEC-registered since 1983.

Does Keating Investment Counselors Inc disclose fund performance?

Keating Investment Counselors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 SE 6th Ave, Suite a, Delray Beach, FL 33483
Phone561-278-7862
Office hours9:00a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1020580
Discloses disciplinary historyYes

Assets under management

Discretionary$339.2M
Non-discretionary$4.3M
Total (RAUM)$343.5M