Overview
Assets Under Management: $235 million
Headquarters: FOUNTAIN HILLS, AZ
High-Net-Worth Clients: 105
Average Client Assets: $2 million
Frequently Asked Questions
KEY GROUP MANAGEMENT, 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 #146054), KEY GROUP MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KEY GROUP MANAGEMENT, INC. is headquartered in FOUNTAIN HILLS, AZ.
KEY GROUP MANAGEMENT, INC. serves 105 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, KEY GROUP MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
KEY GROUP MANAGEMENT, INC. manages $235 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, KEY GROUP MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
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
Filing ID: 2027224
Last Filing Date: 2025-11-12 14:21:33
Website: 2