RIA Intelligence

KEIDAN FINANCIAL CONSULTANTS LLC

CRD #108093 SEC #801-57002 COLUMBUS, OH 614-469-5003
SEC Registered
Total AUM
$496.3M
Discretionary
$468.4M
Employees
3
Clients
1
Accounts
522

AUM Over Time

DateSep 2025
Total AUM$496.3M
Discretionary$468.4M
Non-Disc.$27.8M
Employees3
Clients0
DateAug 2025
Total AUM$496.3M
Discretionary$468.4M
Non-Disc.$27.8M
Employees3
Clients0
DateFeb 2025
Total AUM$496.3M
Discretionary$468.4M
Non-Disc.$27.8M
Employees3
Clients0
DateMar 2024
Total AUM$442.1M
Discretionary$384.2M
Non-Disc.$57.9M
Employees3
Clients0
DateAug 2023
Total AUM$384.8M
Discretionary$328M
Non-Disc.$56.9M
Employees3
Clients0
DateApr 2023
Total AUM$384.8M
Discretionary$328M
Non-Disc.$56.9M
Employees3
Clients0
DateMar 2023
Total AUM$384.8M
Discretionary$328M
Non-Disc.$56.9M
Employees3
Clients0
DateMar 2022
Total AUM$447M
Discretionary$380M
Non-Disc.$67M
Employees3
Clients0
DateNov 2021
Total AUM$406M
Discretionary$375.1M
Non-Disc.$30.9M
Employees3
Clients0
DateMar 2021
Total AUM$406M
Discretionary$375.1M
Non-Disc.$30.9M
Employees3
Clients0
DateNov 2020
Total AUM$346M
Discretionary$317.2M
Non-Disc.$28.7M
Employees3
Clients0
DateJun 2020
Total AUM$346M
Discretionary$317.2M
Non-Disc.$28.7M
Employees3
Clients0
DateMar 2020
Total AUM$346M
Discretionary$317.2M
Non-Disc.$28.7M
Employees3
Clients0
DateMar 2019
Total AUM$296.7M
Discretionary$270.2M
Non-Disc.$26.5M
Employees3
Clients0
DateNov 2018
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees3
Clients0
DateSep 2018
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees3
Clients0
DateMar 2018
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees3
Clients0
DateMar 2017
Total AUM$260M
Discretionary$0
Non-Disc.$260M
Employees3
Clients200
DateMar 2016
Total AUM$261.6M
Discretionary$0
Non-Disc.$261.6M
Employees3
Clients200
DateFeb 2015
Total AUM$268.3M
Discretionary$0
Non-Disc.$268.3M
Employees4
Clients168
DateNov 2014
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees4
Clients154
DateMar 2014
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees4
Clients154
DateMar 2014
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees4
Clients154
DateMar 2013
Total AUM$204.3M
Discretionary$0
Non-Disc.$204.3M
Employees4
Clients143
DateMar 2012
Total AUM$180.7M
Discretionary$0
Non-Disc.$180.7M
Employees1
Clients160
DateMar 2011
Total AUM$183.7M
Discretionary$0
Non-Disc.$183.7M
Employees5
Clients--
DateMar 2010
Total AUM$146.9M
Discretionary$0
Non-Disc.$146.9M
Employees5
Clients--
DateMar 2008
Total AUM$160.3M
Discretionary$0
Non-Disc.$160.3M
Employees5
Clients--
DateMar 2007
Total AUM$145.1M
Discretionary$0
Non-Disc.$145.1M
Employees5
Clients--
DateMar 2006
Total AUM$119.1M
Discretionary$0
Non-Disc.$119.1M
Employees5
Clients--
DateSep 2005
Total AUM$99.1M
Discretionary$0
Non-Disc.$99.1M
Employees5
Clients--