KEEL Point LLC
Legal Name: KEEL POINT, LLC
Full Contact Details
KEEL Point LLC
100 CHURCH STREET, SUITE 500, HUNTSVILLE, AL
256-704-5111
256-704-5110
Other Info
KEEL Point LLC is a legally registered Delaware-based firm with 66 employees, out of which 30 are advisors. Its SEC status is Approved, and it was registered on Aug 1, 2003. Although the number of clients it serves is unknown, the firm's credibility is evident from its approved SEC status.
Keel Point | Wealth management for individuals and families who understand that wealth comes with great opportunities and responsibilities.
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Direct Owners
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DAVID MELVILLE PARKS
EXECUTIVE CHAIRMAN owns less than 5%
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EDWARD LYLE MINTON
CHIEF INVESTMENT OFFICER owns less than 5%
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JAMES MICHAEL PERRY
PRESIDENT owns less than 5%
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KEEL POINT PARTNERS, LLC
SOLE MEMBER owns 75% or more
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KIMBERLY RUTH KEY
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT CARL MAYES
CHIEF EXECUTIVE OFFICER owns less than 5%
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SANDRA HUDSON STEPHENS
CHIEF FINANCIAL OFFICER owns less than 5%
Custodians
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GOLDMAN SACHS & CO. LLC
United States -
J.P. MORGAN SECURITIES LLC
United States