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Home > Retirement Planners > new jersey > fairfield > KEY CLIENT FIDUCIARY ADVISORS, LLC
KEY CLIENT FIDUCIARY ADVISORS, LLC
363 Route 46 West
Suite 300
Fairfield, New Jersey 7004
Tel: 973-244-4142
About KEY CLIENT FIDUCIARY ADVISORS, LLC
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 5 offices throughout the country.
KEY CLIENT FIDUCIARY ADVISORS, LLC is a Fairfield, New Jersey based Financial Planning firm with nearly $526,183,182 assets under management, offering retirement planning & investment advisory services to 719 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 298240 |
| SEC# | 801-114010 |
| Assets Managed by Firm | $526,183,182 |
| No. of Clients | 719 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 719 | $526,183,182 |
| Individuals (other than high net worth individuals) | 586 | $65,328,292 |
| High net worth individuals | 133 | $353,044,303 |
| Pension and profit sharing plans | 66 | $107,810,587 |
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