Keeley Asset Management Corp is a large advisory firm based in Chicago. It manages $3.17 billion of regulatory assets for 482 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Keeley Asset Management Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Keeley Asset Management Corp is $3.17 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 286% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Keeley Asset Management Corp for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kevin Matthew Keeley has been acting as President since 1 Jun 2015. Deanna Broggi Marotz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Keeley Asset Management Corp performs its advisory services is located at 111 W. Jackson Blvd., Suite 810, Chicago, IL 60604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-786-5000 or by fax 312-786-5002. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at kic-kamco.com.