About PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC
PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC is a renowned financial management firm that provides expert advisory services to clients. With a diverse and experienced team, the firm utilizes sound financial strategies to help clients achieve their financial goals and secure their future. PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC has a strong reputation for providing reliable financial advice and services to clients of all backgrounds.
How does the advisor help clients – Key Takeaways:
- Expert financial management advice to help clients achieve their financial goals.
- Diverse and experienced team that utilizes sound financial strategies.
- Strong reputation for providing reliable financial advice and services.
- Customized financial solutions for clients of all backgrounds.
Facts and Insights
PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC has been in operation for over 15 years and has managed to build a strong client base. The firm prides itself on keeping up to date with the latest market trends and financial strategies, providing clients with the best possible advice and support.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10+ | Over 15 years |
*As of December 31, 2020
Financial Services Offered
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC follows a fee-only compensation structure, meaning that the firm only charges a fee for their services and does not earn commissions from selling products. This ensures that the firm’s interests are aligned with those of their clients and eliminates any conflicts of interest.
Background
PATRICK J. KEATING, CFP®, CFA is the founder and managing member of PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC. With over 25 years of experience in the financial management industry, he has a strong track record of helping clients achieve their financial goals. He holds a Bachelor of Science in Finance from the University of Virginia and is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
PATRICK J. KEATING INVESTMENT MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interest of their clients at all times. The firm has a clean record with no disciplinary actions or legal complaints against them.