KEITZ INVESTMENT MANAGEMENT LTD.

KEITZ INVESTMENT MANAGEMENT LTD. of AMBLER, PA is an SEC-registered investment adviser (CRD 123770). Regulatory assets under management: $16.0M.

Registration

• CRD: 123770
• Type: Registered investment adviser
• Location: 1126 HORSHAM ROAD, AMBLER, PA, 19002
• Phone: 215-887-5100
• Latest filing: 2026-02-27
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 2
• Accounts: 49

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search