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Keidan Financial Consultants LLC

● SEC registered since 1999CRD 108093SEC# 801-57002Columbus, OH
Export (members)
Reg. AUM
$496.3M
Employees
3
Accounts
522
Location
Columbus, OH

Keidan Financial Consultants LLC assets under management

Keidan Financial Consultants LLC is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 1999. It reports $496.3 million in regulatory assets under management and employs 3 people.
www.keidanfinancial.comView on SEC.gov ↗

Keidan Financial Consultants LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Stuart Keidan ControlPresident And Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Keidan Financial Consultants LLC manage?

Keidan Financial Consultants LLC reports $496.3 million in regulatory assets under management on its Form ADV.

How many employees does Keidan Financial Consultants LLC have?

Keidan Financial Consultants LLC reports 3 employees.

Where is Keidan Financial Consultants LLC located?

Keidan Financial Consultants LLC is based in Columbus, OH and has been SEC-registered since 1999.

Does Keidan Financial Consultants LLC disclose fund performance?

Keidan Financial Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 South 5th Street, Suite 100, Columbus, OH 43215
Phone614-469-5003
Fax614-469-4723
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$468.4M
Non-discretionary$27.8M
Total (RAUM)$496.3M