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KEY CLIENT FIDUCIARY ADVISORS, LLC

363 Route 46 West
Suite 300
Fairfield, New Jersey 07004
Tel: 973-244-4142

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#298240
SEC#801-114010
Assets Managed by Firm$636,061,688
No. of Clients817
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total817$636,061,688
Individuals (other than high net worth individuals)654$73,447,877
High net worth individuals163$431,394,811
Pension and profit sharing plans64$131,219,000

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