KEENAN FINANCIAL

KEENAN, LLC

CRD 285673 · SEC 801-129000

Visit website

7 BULFINCH PLACE, SUITE 302, BOSTON, MA, 02114, United States

Phone

(978) 270-1193

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$202.5M

Discretionary AUM

$202.5M

Team

27 total employees; 26 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	708	$122.1M
High net worth individuals	43	$80.4M

States served

VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

https://www.instagram.com/keenanfinancial/
HTTPS://WWW.KEENANFINANCIAL.COM/
https://twitter.com/keenanfinancial
HTTPS://WWW.FACEBOOK.COM/KEENANFINANCIAL/
https://www.linkedin.com/company/keenanfinancial

Official SEC filing: View on IAPD