KEEL POINT, LLC

100 Church Street
Suite 500
Huntsville, Alabama 35801
Tel: 256-704-5111

About KEEL POINT, LLC

KEEL POINT, LLC, formally registered with the SEC as KEEL POINT, LLC. The firm was established in 08/01/2003. They have over 9 offices throughout the country.

KEEL POINT, LLC is a Huntsville, Alabama based Financial Planning firm with nearly $2,940,456,131 assets under management, offering retirement planning & investment advisory services to 5548 clients. The firm is staffed with 83 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127902
SEC#	801-62249
Assets Managed by Firm	$2,940,456,131
No. of Clients	5548
No. of Advisors	83

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICE TO THIRD-PARTY RIA)

Firm Client Information

	No. of Clients	AUM
Firm Total	5548	$2,940,456,131
Individuals (other than high net worth individuals)	792	$205,251,671
High net worth individuals	709	$2,005,545,800
Pension and profit sharing plans	7	$7,144,614
Charitable organizations	7	$226,266,201
Corporations or other businesses	40	$354,090,967

More Retirement Planning firms in Huntsville, Alabama:

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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