KEATS, CONNELLY AND ASSOCIATES, LLC
Legal name: KEATSCONNELLY
CRD #148884 SEC #801-69866 PHOENIX, AZ 602-955-5007
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
11
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $279.6M | $274.7M | $4.9M | 26 | 48 |
| Aug 2018 | $321.8M | $304.8M | $17M | 24 | 51 |
| Mar 2018 | $321.8M | $304.8M | $17M | 24 | 51 |
| Jul 2017 | $305.2M | $293.1M | $12.1M | 39 | 100 |
| Mar 2017 | $305.2M | $293.1M | $12.1M | 39 | 100 |
| Jan 2017 | $295.5M | $281.9M | $13.6M | 39 | 100 |
| May 2016 | $295.5M | $281.9M | $13.6M | 39 | 100 |
| Mar 2016 | $295.5M | $281.9M | $13.6M | 39 | 100 |
| Mar 2016 | $295.5M | $281.9M | $13.6M | 39 | 100 |
| Mar 2015 | $325.4M | $310.2M | $15.2M | 40 | 100 |
| Jan 2015 | $375M | $357.7M | $17.3M | 39 | 200 |
| Mar 2014 | $375M | $357.7M | $17.3M | 39 | 200 |
| Oct 2013 | $294.4M | $285.4M | $9M | 35 | 200 |
| Mar 2013 | $283.5M | $274.9M | $8.6M | 39 | 120 |
| Mar 2013 | $283.5M | $274.9M | $8.6M | 39 | 120 |
| Jul 2012 | $274.1M | $261.3M | $12.8M | 11 | 120 |
| Jan 2012 | $274.1M | $261.3M | $12.8M | 11 | 120 |
| Nov 2011 | $277.3M | $264.8M | $12.5M | 11 | 120 |
| Nov 2011 | $277.3M | $264.8M | $12.5M | 11 | 120 |
| Nov 2011 | $277.3M | $264.8M | $12.5M | 11 | 101 |
| Jul 2011 | $248.8M | $240.7M | $8M | -- | -- |
| Apr 2011 | $248.8M | $240.7M | $8M | -- | -- |
| Feb 2010 | $197.3M | $191.8M | $5.5M | -- | -- |
DateMar 2019
Total AUM$279.6M
Discretionary$274.7M
Non-Disc.$4.9M
Employees26
Clients48
DateAug 2018
Total AUM$321.8M
Discretionary$304.8M
Non-Disc.$17M
Employees24
Clients51
DateMar 2018
Total AUM$321.8M
Discretionary$304.8M
Non-Disc.$17M
Employees24
Clients51
DateJul 2017
Total AUM$305.2M
Discretionary$293.1M
Non-Disc.$12.1M
Employees39
Clients100
DateMar 2017
Total AUM$305.2M
Discretionary$293.1M
Non-Disc.$12.1M
Employees39
Clients100
DateJan 2017
Total AUM$295.5M
Discretionary$281.9M
Non-Disc.$13.6M
Employees39
Clients100
DateMay 2016
Total AUM$295.5M
Discretionary$281.9M
Non-Disc.$13.6M
Employees39
Clients100
DateMar 2016
Total AUM$295.5M
Discretionary$281.9M
Non-Disc.$13.6M
Employees39
Clients100
DateMar 2016
Total AUM$295.5M
Discretionary$281.9M
Non-Disc.$13.6M
Employees39
Clients100
DateMar 2015
Total AUM$325.4M
Discretionary$310.2M
Non-Disc.$15.2M
Employees40
Clients100
DateJan 2015
Total AUM$375M
Discretionary$357.7M
Non-Disc.$17.3M
Employees39
Clients200
DateMar 2014
Total AUM$375M
Discretionary$357.7M
Non-Disc.$17.3M
Employees39
Clients200
DateOct 2013
Total AUM$294.4M
Discretionary$285.4M
Non-Disc.$9M
Employees35
Clients200
DateMar 2013
Total AUM$283.5M
Discretionary$274.9M
Non-Disc.$8.6M
Employees39
Clients120
DateMar 2013
Total AUM$283.5M
Discretionary$274.9M
Non-Disc.$8.6M
Employees39
Clients120
DateJul 2012
Total AUM$274.1M
Discretionary$261.3M
Non-Disc.$12.8M
Employees11
Clients120
DateJan 2012
Total AUM$274.1M
Discretionary$261.3M
Non-Disc.$12.8M
Employees11
Clients120
DateNov 2011
Total AUM$277.3M
Discretionary$264.8M
Non-Disc.$12.5M
Employees11
Clients120
DateNov 2011
Total AUM$277.3M
Discretionary$264.8M
Non-Disc.$12.5M
Employees11
Clients120
DateNov 2011
Total AUM$277.3M
Discretionary$264.8M
Non-Disc.$12.5M
Employees11
Clients101
DateJul 2011
Total AUM$248.8M
Discretionary$240.7M
Non-Disc.$8M
Employees--
Clients--
DateApr 2011
Total AUM$248.8M
Discretionary$240.7M
Non-Disc.$8M
Employees--
Clients--
DateFeb 2010
Total AUM$197.3M
Discretionary$191.8M
Non-Disc.$5.5M
Employees--
Clients--