Falists
← Back to search

KELLER FINANCIAL GROUP

KELLER FINANCIAL GROUP, INC.

CRD 328195 · SEC 801-128879

Visit website

3815 MARKET STREET, CAMP HILL, PA, 17011, United States

Phone

717-516-0700

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$135.3M

Discretionary AUM

$130.9M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals60$15.8M
High net worth individuals24$116.5M
Pension/profit sharing plans2$2.1M
Charitable organizations3$913K

States served

AZ, PA

All web addresses on file

Official SEC filing: View on IAPD