Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
830689199
SEC advisor number
801-113573
FINRA CRD number
297496
AUM ?
$1.62 bn
(as of 29 Mar 24)
Accounts
814
(as of 29 Mar 24)
Employees
7
(5 investment advisory or research)
Address
Keebeck Wealth Management
150 N. RIVERSIDE PLAZA
SUITE 1850
CHICAGO
IL 60606
150 N. RIVERSIDE PLAZA
SUITE 1850
CHICAGO
IL 60606
Phone
312.825.1200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21