Assets Under Management
$379.3M
Number of Clients
295
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$94.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Keeler Thomas Management LLC is an investment adviser offering financial planning, wealth planning, and portfolio management services. They tailor advice to individual needs and objectives, using various analysis methods and investment strategies. They also offer pension consulting services to employee benefit plans.
1327 South 800 East, Orem, UT, 84097