WALTER & KEENAN WEALTH MANAGEMENT, LLC of SOUTH BEND, IN is an SEC-registered investment adviser (CRD 104838). Regulatory assets under management: $983.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| James F Keenan | OWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | SOUTH BEND, IN |
| James Arthur Sawdon | OWNER | — |
| Daniel William Wolfson | OWNER | — |
| KEENAN JAMES F | OWNER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Sawdon James Arthur | OWNER | — |
| WOLFSON DANIEL WILLIAM | OWNER | — |