KH
CFA
KH
CFA

Keith Hanson

2 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
517 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$500K
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Location

10201 N Illinois Street, Suite 450, Carmel, IN, 46290

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Winthrop Capital Management
December 2022 - Present · 3 yrs 2 mos
State Registrations2 states
INOH
Advisor
Exams
No exam information available for this advisor.