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Keller Financial Group, Inc.

● SEC registered since 2023CRD 328195SEC# 801-128879Camp Hill, PA
Export (members)
Reg. AUM
$135M
Employees
1
Accounts
79
Location
Camp Hill, PA

Keller Financial Group, Inc. assets under management

Keller Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Camp Hill, PA. The firm has been registered since 2023. It reports $135 million in regulatory assets under management and employs 1 people.
www.linkedin.com/company/keller-financial-groupView on SEC.gov ↗

Keller Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Dwayne David Keller ControlManaging Member, President, And Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Keller Financial Group, Inc. manage?

Keller Financial Group, Inc. reports $135 million in regulatory assets under management on its Form ADV.

How many employees does Keller Financial Group, Inc. have?

Keller Financial Group, Inc. reports 1 employees.

Where is Keller Financial Group, Inc. located?

Keller Financial Group, Inc. is based in Camp Hill, PA and has been SEC-registered since 2023.

Does Keller Financial Group, Inc. disclose fund performance?

Keller Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3815 Market Street, Camp Hill, PA 17011
Phone717-516-0700
FaxN/A
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$135M
Non-discretionary$0
Total (RAUM)$135M