Overview
Assets Under Management: $235 million
Headquarters: FOUNTAIN HILLS, AZ
High-Net-Worth Clients: 105
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 600
Non-Discretionary Accounts: 600
Regulatory Filings
CRD Number: 146054
Last Filing Date: 2025-01-24 00:00:00
Website: https://keygroupwealth.com