Keene & Associates is an investment advisor in Fort Worth with $167.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752192111
SEC advisor number
801-47662
FINRA CRD number
107961
AUM ?
$167.78 mm
(as of 2 Nov 22)
Accounts
310
(as of 2 Nov 22)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, 8:00 - 5:00
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Keene, Lynette, Lea | Director | 09/1994 | < 5% |
Keene, John, Hart | President, Chief Compliance Officer and Chief Investment Officer | 09/1994 | > 75% |
Dorchak, Matthew, K. | Vice President | 01/2021 | < 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
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22