|Keats Connelly and Associates Inc. is an inactive RIA.|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Robert Francis Keats (75% or more)
- Dale Allen Walters (10% to 25%)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Robert Francis Keats||President||10/01/1990|
|Dale Allen Walters||CEO, Chief Compliance Officer||06/01/1999|
|Wayne Arthur Tibbetts||Director of Tax Services||01/01/2007|
No firm affiliates listed.
3336 North 32nd Street
Phoenix , AZ 85018-6241
|Other Offices Address||City||State||Zip|
|1880 N. Congress Avenue||Boynton Beach||FL||33426-8675|
|The Dime Building, 719 Griswold||Detroit||MI||48226-3360|
Types of Compensation Arrangements
- Hourly Charges
- Fixed Fees