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MCKEE INVESTMENT PLANNING, INC.

CRD 126676

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$98.7M

Discretionary AUM

$98.7M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-06

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals620$50.2M
High net worth individuals27$48.5M

All web addresses on file

Official SEC filing: View on IAPD