Keidan Financial Consultants LLC is a large advisory firm based in Columbus. It manages $296.72 million of regulatory assets for 516 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Louisiana, and Ohio.
Keidan Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Keidan Financial Consultants LLC is $296.72 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Keidan Financial Consultants LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Keidan Financial Consultants is high net worth individuals with 90 clients and $238.22 million of assets under management. Among the 9 most similar advisory firms, Keidan Financial Consultants has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $293.57 million for 183 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Keidan Financial Consultants doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Keidan Financial Consultants LLC performs its advisory services is located at 400 South 5 Th Street, Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-469-5003 or by fax 614-469-4723. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at keidanfinancial.com and its LinkedIn profile.