KEENAN, LLC
Legal name: KEENAN FINANCIAL
CRD #285673 SEC #801-129000 BOSTON, MA (978) 270-1193
SEC Registered
Total AUM
$148M
Discretionary
$148M
Employees
24
Clients
--
Accounts
1,372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $148M | $148M | $0 | 24 | 726 |
| Mar 2025 | $148M | $148M | $0 | 11 | 9 |
| Nov 2024 | $102.7M | $102.7M | $0 | 11 | 9 |
| Jun 2024 | $102.7M | $102.7M | $0 | 11 | 9 |
| May 2024 | $102.7M | $102.7M | $0 | 12 | 9 |
| Apr 2024 | $102.7M | $102.7M | $0 | 14 | 9 |
| Mar 2024 | $102.7M | $102.7M | $0 | 14 | 9 |
| Mar 2024 | $102.7M | $102.7M | $0 | 14 | 9 |
| Mar 2024 | $102.7M | $102.7M | $0 | 14 | 9 |
| Jan 2024 | $102.7M | $102.7M | $0 | 14 | 9 |
| Jan 2024 | $92.2M | $92.2M | $0 | 14 | 0 |
| Nov 2023 | $92.2M | $92.2M | $0 | 15 | 0 |
| Nov 2023 | $87.4M | $87.4M | $0 | 15 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 15 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 16 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 17 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 17 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 17 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 14 | 0 |
| Oct 2023 | $87.4M | $87.4M | $0 | 14 | 0 |
DateSep 2025
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees24
Clients726
DateMar 2025
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees11
Clients9
DateNov 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees11
Clients9
DateJun 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees11
Clients9
DateMay 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees12
Clients9
DateApr 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees14
Clients9
DateMar 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees14
Clients9
DateMar 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees14
Clients9
DateMar 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees14
Clients9
DateJan 2024
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees14
Clients9
DateJan 2024
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees15
Clients0
DateNov 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees15
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees15
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees16
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees17
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees17
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees17
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees14
Clients0