Keel Point

EST. AUM
$4,073,879,507

CONTACTS
7

CLIENT ACCOUNTS
6,236

Firm Details

Metro area Washington, DC
CRD Number 127902
Website keelpoint.com
Client types

Overview

Keel Point is a community of families that recognizes wealth as an opportunity to positively impact both family and community. The firm comprises experienced professionals committed to offering families guidance and wisdom regarding their financial lives. Keel Point delivers comprehensive financial and strategic advice tailored to both emerging families and those with multi-generational wealth, alongside investment management aimed at helping each family achieve their financial objectives. With a dedicated team of over sixty members across six offices, Keel Point offers extensive expertise in life planning, investment management, tax and estate design, leadership, philanthropy, and business operations. Their coordinated team approach, combined with global sophistication, fosters personal relationships and customized solutions for clients, supported by a diverse range of professional credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Keel Point

Platform Details

Investment Preferences

Alternative Activity

Address

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