363 Route 46 West
Suite 300
Fairfield, New Jersey 07004
Tel: 973-244-4142
KEY CLIENT FIDUCIARY ADVISORS, LLC, formally registered with the SEC as KEY CLIENT FIDUCIARY ADVISORS, LLC. The firm was established in 09/21/2018. They have over 4 offices throughout the country.
KEY CLIENT FIDUCIARY ADVISORS, LLC is a Fairfield, New Jersey based Financial Planning firm with nearly $636,061,688 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 298240 |
SEC# | 801-114010 |
Assets Managed by Firm | $636,061,688 |
No. of Clients | 817 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 817 | $636,061,688 |
Individuals (other than high net worth individuals) | 654 | $73,447,877 |
High net worth individuals | 163 | $431,394,811 |
Pension and profit sharing plans | 64 | $131,219,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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