Overview
Assets Under Management: $2.5 billion
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 962
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 962
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,622
Discretionary Accounts: 3,638
Non-Discretionary Accounts: 984
Regulatory Filings
CRD Number: 116240
Filing ID: 1959072
Last Filing Date: 2025-03-15 12:46:00
Website: https://keyfinancialinc.com