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Home > Retirement Planners > pennsylvania > west chester > KEY FINANCIAL, INC.
KEY FINANCIAL, INC.
1045a Andrew Drive
West Chester, Pennsylvania 19380
Tel: 610-429-9050
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 Status | Approved |
|---|---|
| Firm CRD# | 116240 |
| SEC# | 801-107742 |
| Assets Managed by Firm | $2,166,191,568 |
| No. of Clients | 4427 |
| No. of Advisors | 29 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 4427 | $2,166,191,568 |
| Individuals (other than high net worth individuals) | 1193 | $309,588,351 |
| High net worth individuals | 871 | $1,835,988,980 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,934,465 |
| Charitable organizations | Fewer than 5 clients | $2,678,444 |
| Corporations or other businesses | 11 | $7,844,891 |
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