McKee Asset Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

8 S 3rd St, Tipp City, Ohio, 45371, Unit...

Phone Number

(937) 669-9098

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About McKee Asset Management

McKee Asset Management is an independent financial firm established in 2001, dedicated to helping clients achieve their long-term financial goals. The firm offers a range of services including education planning, estate planning, insurance planning, investment planning, retirement planning, and tax planning. They prioritize understanding each client's unique situation to provide personalized and comprehensive financial planning. McKee Asset Management operates on a referral-only basis, focusing on building strong relationships with their clients.Explore more
McKee Asset Management's Social MediaPopular SearchesMcKee Asset ManagementBilly Management IncMckee Financial Advisory LLCMckee Asset Strategies IncMckee Financial AdvisorySIC Code 62,628NAICS Code 52,523Show more

McKee Asset Management Org Chart

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RF
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Financial Controller

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CJ
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Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McKee Asset Management

<$5M
1-10
Private
-
2001
RF
Radney FisherFinancial Controller
<$5M
11-50
Private
-
1995
CJ
Candyce JohnsonInvestment Planning Assistant
<$5M
11-50
Private
-
1986
WP
William PaliscaAssociate Planner
<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
-
2014
CP
Catherine ParkManager, Operations
<$5M
1-10
Private
-
-
CC
Cap CleggFinancial Planner & Owner
<$5M
1-10
Private
-
2019
JN
Jennifer NavinPortfolio Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McKee Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McKee Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McKee Asset Management.

McKee Asset Management Tech Stack

A closer look at the technologies used by McKee Asset Management

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Frequently Asked Questions Regarding McKee Asset Management

What is McKee Asset Management's official website?
McKee Asset Management's official website is www.mckeeassetmanagement.com
What is McKee Asset Management's Revenue?
McKee Asset Management's revenue is <$5 Million
What is McKee Asset Management's SIC code?
McKee Asset Management's SIC: 62,628
What is McKee Asset Management's NAICS code?
McKee Asset Management's NAICS: 52,523
How many employees does McKee Asset Management have?
McKee Asset Management has 1-10 employees
What industry does McKee Asset Management belong to?
McKee Asset Management is in the industry of: Finance, Securities Trading
What is McKee Asset Management competition?
McKee Asset Management top competitors include: Briody Maher Wealth, MH Wealth Management, Patton Wealth Management, Columbus Financial Concepts
What technology does McKee Asset Management use?
Some of the popular technologies that McKee Asset Management uses are: DocuSign, Sentry, Google Cloud Web Serving, Google Cloud Platform
How do I contact McKee Asset Management?
McKee Asset Management contact info: Phone number: (937) 669-9098 Website: www.mckeeassetmanagement.com
What does McKee Asset Management do?

McKee Asset Management is an independent financial firm established in 2001, dedicated to helping clients achieve their long-term financial goals. The firm offers a range of services including education planning, estate planning, insurance planning, investment planning, retirement planning, and tax planning. They prioritize understanding each clien... t's unique situation to provide personalized and comprehensive financial planning. McKee Asset Management operates on a referral-only basis, focusing on building strong relationships with their clients.Read More

What are McKee Asset Management social media links?
McKee Asset Management Linkedin page McKee Asset Management Facebook page
Is McKee Asset Management a public company?
McKee Asset Management is private company therefore does not currently have an official ticker symbol
See more information about McKee Asset Management

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