Overview
Assets Under Management: $2.5 billion
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 962
Average Client Assets: $2 million
Frequently Asked Questions
KEY FINANCIAL, INC. 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 #116240), KEY FINANCIAL, INC. is subject to fiduciary duty under federal law.
KEY FINANCIAL, INC. is headquartered in WEST CHESTER, PA.
KEY FINANCIAL, INC. serves 962 high-net-worth clients according to their SEC filing dated March 15, 2025. View client details ↓
According to their SEC Form ADV, KEY FINANCIAL, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
KEY FINANCIAL, INC. manages $2.5 billion in client assets according to their SEC filing dated March 15, 2025.
According to their SEC Form ADV, KEY FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
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