KEITH MCBRIDE FINANCIAL SERVICES INC.

KEITH MCBRIDE FINANCIAL SERVICES INC. is an SEC-registered investment adviser (CRD 307499). Regulatory assets under management: $28.2M.

Registration

• CRD: 307499
• Type: Registered investment adviser
• Phone: 310-579-7399
• Latest filing: 2026-03-26
• Regulatory AUM: $28.2M
• Discretionary AUM: $28.2M
• Clients: 2
• Accounts: 201

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307499 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search