KELLER FINANCIAL GROUP, INC.
Legal name: KELLER FINANCIAL GROUP
CRD #328195 SEC #801-128879 CAMP HILL, PA 717-516-0700
SEC Registered
Total AUM
$135M
Discretionary
$135M
Employees
1
Clients
1
Accounts
79
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $135M | $135M | $0 | 1 | 0 |
| Mar 2025 | $135M | $135M | $0 | 1 | 0 |
| Dec 2024 | $106.8M | $102.8M | $4M | 1 | 0 |
| Mar 2024 | $106.8M | $102.8M | $4M | 2 | 0 |
| Feb 2024 | $106.8M | $102.8M | $4M | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$106.8M
Discretionary$102.8M
Non-Disc.$4M
Employees1
Clients0
DateMar 2024
Total AUM$106.8M
Discretionary$102.8M
Non-Disc.$4M
Employees2
Clients0
DateFeb 2024
Total AUM$106.8M
Discretionary$102.8M
Non-Disc.$4M
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0