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Neal Howard Keitz

Keitz Investment Management Ltd.

Jenkintown, PA

CRD 4602558

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Employer firm

Keitz Investment Management Ltd. CRD 123770

$16.0M regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PORTFOLIO AND SECURITY REVIEW

From the firm’s Form ADV. Read the guides:

Current Employers
Keitz Investment Management Ltd.

1126 Horsham Road Suite 110, Ambler, PA 19002 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1995-02-10
  • PA RA
    APPROVED
    Since 1995-02-10

Branch Locations

100 West Ave, Suite 100 Beaver Hill South, Jenkintown, PA 19046-2642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No

View on SEC IAPD

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Nearby Investors

DONALD EDWARD JONES
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON

Nearby Offices

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC · Jenkintown, PA
ALVIN CLAY FINANCIAL ADVISORS, LLC · JENKINTOWN, PA
FINANCIAL SPECTRUM INC. · JENKINTOWN, PA

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