KEENEY FINANCIAL GROUP INC.
CRD #281333 SEC #801-106762 COLUMBIA, MD 410-730-7933
SEC Registered
Total AUM
$385.6M
Discretionary
$385.6M
Employees
10
Clients
101
Accounts
1,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $385.6M | $385.6M | $0 | 10 | 0 |
| Sep 2023 | $385.6M | $385.6M | $0 | 10 | 0 |
| Mar 2023 | $385.6M | $385.6M | $0 | 10 | 0 |
| Aug 2022 | $416.9M | $416.9M | $0 | 10 | 0 |
| Jun 2022 | $416.9M | $416.9M | $0 | 10 | 0 |
| Mar 2022 | $416.9M | $416.9M | $0 | 10 | 0 |
| Sep 2021 | $341.7M | $341.7M | $0 | 11 | 0 |
| Apr 2021 | $341.7M | $341.7M | $0 | 11 | 0 |
| Mar 2021 | $341.7M | $341.7M | $0 | 11 | 0 |
| Oct 2020 | $285.1M | $285.1M | $0 | 11 | 0 |
| Sep 2020 | $285.1M | $285.1M | $0 | 11 | 0 |
| Jun 2020 | $285.1M | $285.1M | $0 | 11 | 0 |
| Mar 2020 | $285.1M | $285.1M | $0 | 11 | 0 |
| Mar 2019 | $237.9M | $237.9M | $0 | 12 | 0 |
| Jun 2018 | $261.5M | $261.5M | $0 | 10 | 270 |
| Mar 2018 | $261.5M | $261.5M | $0 | 10 | 270 |
| Sep 2017 | $212.8M | $212.8M | $0 | 10 | 400 |
| Jun 2017 | $212.8M | $212.8M | $0 | 10 | 400 |
| Mar 2017 | $212.8M | $212.8M | $0 | 10 | 400 |
| Mar 2017 | $212.8M | $212.8M | $0 | 10 | 400 |
| Feb 2016 | $165.6M | $165.6M | $0 | 8 | 400 |
| Nov 2015 | $0 | $0 | $0 | 5 | 0 |
| Nov 2015 | $0 | $0 | $0 | 5 | 0 |
| Oct 2015 | $0 | $0 | $0 | 1 | 0 |
DateJan 2024
Total AUM$385.6M
Discretionary$385.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$385.6M
Discretionary$385.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$385.6M
Discretionary$385.6M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$416.9M
Discretionary$416.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$416.9M
Discretionary$416.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$416.9M
Discretionary$416.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees10
Clients270
DateMar 2018
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees10
Clients270
DateSep 2017
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees10
Clients400
DateJun 2017
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees10
Clients400
DateFeb 2016
Total AUM$165.6M
Discretionary$165.6M
Non-Disc.$0
Employees8
Clients400
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0