Overview
Assets Under Management: $782 million
Headquarters: FAIRFIELD, NJ
High-Net-Worth Clients: 174
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 874
Discretionary Accounts: 874
Regulatory Filings
CRD Number: 298240
Filing ID: 1979120
Last Filing Date: 2025-04-22 10:24:00
Website: https://keyclientfa.com