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KEY GROUP MANAGEMENT, INC.

17100 E Shea Blvd
Suite 400a
Fountain Hills, Arizona 85268
Tel: 480-477-5252

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About KEY GROUP MANAGEMENT, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#146054
SEC#801-114845
Assets Managed by Firm$235,000,000
No. of Clients600
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total600$235,000,000
Individuals (other than high net worth individuals)255$35,000,000
High net worth individuals105$200,000,000

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