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VerifiedInvestment Management· Founded 2016

Keen Capital, Llc

Keen Capital is an independent, fee-only wealth management firm. We provide personalized planning, investment management, and investment advisory services to individuals, families, trusts and estates, charitable organizations, and small businesses. At Keen Capital, we believe that our clients’ future happiness and peace of mind depends on the work we do today. We specialize in providing objective planning to help clients build, protect, and manage their assets through life's transitions. The attainment of any goal is preceded by solid, objective planning and an on-going relationship without conflicts of interest. This is the reason that we have built a firm compensated solely by our clients and not through the sale of any product or service. Objectivity through transparency.

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HeadquartersWestminster, United StatesEmployees3(1 to 10)Annual revenue$1M to <$10MFounded year2016Websitekeencapital.netLinkedIn profileLinkedIn

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Monthly traffic

8

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Top roles at Keen Capital, Llc

3 distinct titles indexed · top 3 shown.

  • 1co-founder & managing partner
  • 1managing partner & co-founder
  • 1relationship manager

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