Investment adviser · CRD 285673
KEENAN FINANCIAL
Investment adviser filing (IA)
KEENAN, LLC
BOSTON, MA, United States · Form ADV filed Apr 23, 2026
- Regulatory AUM
- $202M Form ADV · Item 5.F
- Client accounts
- 1,924 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 708 | $122,072,615 | 60.3% |
| High-net-worth individuals | 43 | $80,409,010 | 39.7% |
Filing source
Form ADV 2094208 · Apr 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
7 BULFINCH PLACE, SUITE 302BOSTON, MA, 02114, United States
CRD 285673
Filing source
Form ADV 2094208 · Apr 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.