KEEBECK WEALTH MANAGEMENT, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/KEEBECK-WEALTH-MANAGEMENT/?VIEWASMEMBER=TRUE CHICAGO, IL Investment Advisor How do I update this listing?

Keebeck Wealth Management is based out of Chicago. Keebeck Wealth Management is a large advisory firm with 114 clients and discretionary assets under management (AUM) of $991,036,000 (Form ADV from 2020-01-29). Their last reported 13F filing for Q4 2019 included $315,489,000 in managed 13F securities and a top 10 holdings concentration of 42.14%. Keebeck Wealth Management's largest holding is iShares Select Dividend ETF with shares held of 341,007. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.53%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
CAMPBELL NEWMAN ASSET MANAGEMENT INC

View Last Form Adv Compilation Report on Record

KEEBECK WEALTH MANAGEMENT LLC
Classified as Hedge Fund
150 N. RIVERSIDE PLAZA SUITE 1850
CHICAGO IL    60606
Country: United States

Business Phone: 312-825-1200
Fax: 312-825-1209
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 272,000,000
Total Number of Clients: 114
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments