17100 E Shea Blvd
Suite 400a
Fountain Hills, Arizona 85268
Tel: 480-477-5252
KEY GROUP MANAGEMENT, INC, formally registered with the SEC as KEY GROUP MANAGEMENT, INC. The firm was established in 04/01/2019. They have over 3 offices throughout the country.
KEY GROUP MANAGEMENT, INC. is a Fountain Hills, Arizona based Financial Planning firm with nearly $235,000,000 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146054 |
| SEC# | 801-114845 |
| Assets Managed by Firm | $235,000,000 |
| No. of Clients | 600 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 600 | $235,000,000 |
| Individuals (other than high net worth individuals) | 255 | $35,000,000 |
| High net worth individuals | 105 | $200,000,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
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