Network·Family Office

Keen Capital, LLC

Unclaimed
Family Officefinancial services
www.keencapital.net

SEC CRD #801-128059

About

--> Keen Capital, LLC top of page Set Your Path Keen Capital serves as your Wealth Advocate partnering with you to chart a course to financial success As an independent, fee-only wealth management firm, Keen Capital provides distinctive solutions to help those who seek a sound financial future. Learn more about how we define wealth management and why it s so important to develop the right partnership. What keeps you from seeking the best path to the soundest financial future? Is it: a lack of market knowledge? fear of making the wrong financial decisions? a reluctance to trust others with securing your investments? an inability to sacrifice the time to manage your investments? Keen Capital will: use extensive market knowledge to assess your personal financial situation and identify clear objectives. resolve obstacles that keep you from achieving financial independence. strategize a suitable plan with you and your family in mind. monitor your investments so you don t have to. All of this while adhering to the highest fiduciary standards: Serve the client s best interest Act in utmost good faith Act prudently - with the care, skill, and judgement of a professional Avoid conflicts of interest Disclose all material facts Control investment expenses Anchor 1 bottom of page

Key Contact

JM

JERRY MCDONNELL

MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

📞 (303) 898-6584

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Geographic Focus

united states

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AUM

$150M

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