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KEY CLIENT FIDUCIARY ADVISORS, LLC
363 Route 46 West
Suite 300
Fairfield, New Jersey 07004
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 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 Status | Approved |
|---|---|
| Firm CRD# | 298240 |
| SEC# | 801-114010 |
| Assets Managed by Firm | $636,061,688 |
| No. of Clients | 817 |
| No. of Advisors | 10 |
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 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 |
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