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Keener, Harry Alan (East Orleans)


Keener, Harry Alan is an adviser based in East Orleans. It manages $40.29 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2002.




Keener, Harry Alan provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keener, Harry Alan: assets under management

The assets under management (AUM) of Keener, Harry Alan is $40.29 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.16 million in discretionary accounts and $27.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $877.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.56 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Keener, Harry Alan for their services and products based on a percentage of assets under management. 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.

Based in East Orleans

The principal office where Keener, Harry Alan performs its advisory services is located at 24 Countryside Drive, East Orleans, MA 02643 The mailing address of the firm is Po Box 823, East Orleans, MA 02643. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-255-2483 or by fax 508-255-2398. The normal business hours are 9-5 on Monday - Friday.


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