KEIDAN FINANCIAL CONSULTANTS LLC
Adviser information for KEIDAN FINANCIAL CONSULTANTS LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 484 | $384.2M |
| Non-Discretionary | 40 | $57.9M |
| Total | 524 | $442.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 58 | $34.1M |
| HNW Individuals | 118 | $402.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $5.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed feesCommissions |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-57002 |
|---|---|
| SEC ERA File Number | 801-57002 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108093 |
| Legal Entity Identifier | None |
Principal Office
400 SOUTH 5TH STREETSUITE 100
COLUMBUS
OH
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 614-469-5003, Fax: 614-469-4723
Websites
Chief Compliance Officer
ROBERT S. KEIDAN
400 SOUTH 5TH STREET #100
COLUMBUS
OH
United States
Tel:
614-469-5003
Fax:
614-469-4723
B**@******************M
(Full email address available in API data)
Regulatory Contact
KIMBERLY HOWARD
ADMIN ASSISTANT
400 SOUTH 5TH STREET #100
COLUMBUS
OH
United States
Tel:
614-469-5003
Fax:
614-469-4723
K**********@************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KEIDAN, ROBERT, STUART | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 07/1999 | > 75% |