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KEENEY FINANCIAL GROUP INC.

COLUMBIA, MD · CRD 281333 · IAPD ↗ · 410-730-7933

$385.6MRegulatory AUM
6Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — KEENEY FINANCIAL GROUP INC. (COLUMBIA, MD) left the SEC roster (was $385.6M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.