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KEY FINANCIAL, INC.

1045a Andrew Drive
West Chester, Pennsylvania 19380
Tel: 610-429-9050

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About KEY FINANCIAL, INC.

KEY FINANCIAL, INC, formally registered with the SEC as KEY FINANCIAL, INC. The firm was established in 05/05/2016. They have over 2 offices throughout the country.

KEY FINANCIAL, INC. is a West Chester, Pennsylvania based Financial Planning firm with nearly $2,166,191,568 assets under management, offering retirement planning & investment advisory services to 4427 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116240
SEC#801-107742
Assets Managed by Firm$2,166,191,568
No. of Clients4427
No. of Advisors29

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Other (FINANCIAL PLANNING RETAINER)

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total4427$2,166,191,568
Individuals (other than high net worth individuals)1193$309,588,351
High net worth individuals871$1,835,988,980
Pension and profit sharing plansFewer than 5 clients$3,934,465
Charitable organizationsFewer than 5 clients$2,678,444
Corporations or other businesses11$7,844,891

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$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
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$432,749,681,046153262
VANGUARD ADVISERS, INC.
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$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

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