BLUE KEEL FINANCIAL PLANNING

BLUE KEEL FINANCIAL PLANNING of WESTPORT, CT is an SEC-registered investment adviser (CRD 173006). Regulatory assets under management: $13.4M.

Registration

• CRD: 173006
• Type: Registered investment adviser
• Location: 8 WRIGHT STREET, WESTPORT, CT, 06880
• Phone: (203) 557-8272
• Latest filing: 2026-03-03
• Regulatory AUM: $13.4M
• Discretionary AUM: $13.4M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173006 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search