Overview
Assets Under Management: $261 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 134
Discretionary Accounts: 130
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 130101
Last Filing Date: 2024-03-29 00:00:00
Website: https://keyami.com