WALTER & KEENAN WEALTH MANAGEMENT, LLC
Doing business as WALTER KEENAN WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$983,280,961
Discretionary
$835,769,363
Non-discretionary
$147,511,598
Firm details
- CRD number
- 104838
- SEC file number
- 801-22367
- Main office
- SOUTH BEND, IN, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://www.walterandkeenan.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.