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Keats Connelly and Associates Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2016
    • $6.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7
      Accounts
    • $853.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Leadership

Ownership

There is no ownership data available to display at this time.

Executives and Control Persons

Name Title Tenure Date % Ownership
Robert Francis Keats President October, 1990 75% or more
Dale Allen Walters Ceo, Chief Compliance Officer June, 1999 10% to 25%
Wayne Arthur Tibbetts Director Of Tax Services January, 2007 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Hourly Charges
    • Fixed Fees