Secretary/treasurer/office Manager · Keating Investment Counselors Inc
Ana I. Keating
CRD 7633780 · Named on Form ADV at one SEC-registered adviser
At a glance
Keating Investment Counselors Inc, an SEC-registered wealth manager based in Delray Beach, FL with $383 million in regulatory assets, lists Ana I. Keating on its Form ADV as Secretary/treasurer/office Manager, a control person.
Firms and roles
- Keating Investment Counselors IncSecretary/treasurer/office ManagerWealth manager · Delray Beach, FL · $383M in regulatory assets
AtlasMembers
Ana’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Richard T. KeatingChief Compliance Officer/president/portfolio Manager/investment Analyst, Keating Investment Counselors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.