Keats, Connelly And Associates, LLC is a large advisory firm based in Phoenix. It manages $279.55 million of regulatory assets for 306 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 3 other states.
Keats, Connelly And Associates provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Keats, Connelly And Associates, LLC is $279.55 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Keats, Connelly And Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bryant Elias Andrus is high net worth individuals with 65 clients and $257.95 million of assets under management. Among the 10 most similar advisory firms, Keats, Connelly And Associates has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $277.95 million for 100 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 7% of the firm’s clients are foreign persons or businesses.
Keats, Connelly And Associates doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 15 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bryant Elias Andrus has been acting as President since 1 Sep 2016. Sally Ann Taylor joined the executive team most recently as the Ceo.
The principal office where Keats, Connelly And Associates, LLC performs its advisory services is located at 3336 N. 32 Nd Street, Phoenix, AZ 85018 6241, which is also the mailing address of the firm. An additional office of the firm is in Delray Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-955-5007 or by fax 602-224-5874. The normal business hours are 7:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at canadianustitleservice.com/.