Keb Asset Management is an investment advisor in Springfield with $842.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
371380692
SEC advisor number
801-62965
FINRA CRD number
117935
AUM ?
$842.35 mm
(as of 4 Mar 22)
Accounts
1,707
(as of 4 Mar 22)
Employees
16
(11 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Carter, Jonathan, Marc | Managing Member | 01/1999 | < 5% |
Dumstorff, Steven, Matthew | Member | 01/2013 | < 5% |
Mason, Justin, Paul | Member / Chief Compliance Officer | 05/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22