Overview
Assets Under Management: $782 million
Headquarters: FAIRFIELD, NJ
High-Net-Worth Clients: 174
Average Client Assets: $3 million
Frequently Asked Questions
KEY CLIENT FIDUCIARY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298240), KEY CLIENT FIDUCIARY ADVISORS, LLC is subject to fiduciary duty under federal law.
KEY CLIENT FIDUCIARY ADVISORS, LLC is headquartered in FAIRFIELD, NJ.
KEY CLIENT FIDUCIARY ADVISORS, LLC serves 174 high-net-worth clients according to their SEC filing dated April 22, 2025. View client details ↓
According to their SEC Form ADV, KEY CLIENT FIDUCIARY ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KEY CLIENT FIDUCIARY ADVISORS, LLC manages $782 million in client assets according to their SEC filing dated April 22, 2025.
According to their SEC Form ADV, KEY CLIENT FIDUCIARY ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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