Overview
Assets Under Management: $153 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 24
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,025
Discretionary Accounts: 1,022
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 304070
Filing ID: 2003756
Last Filing Date: 2025-07-15 09:52:00
Website: https://keybridgecompliance.com