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| Key Client Fiduciary Advisors LLC
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| |
|---|---|
| CRD # | 298240 |
| SEC # | 801-114010 |
| CIK # | 0001912612 |
| AUM | $636.1 MM (2024-08-07) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 973-244-4142 |
| Address | 363 Route 46 West Fairfield, NJ 07004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001912612 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 10.8 | |
| Microsoft Corp | 1,918,222.4 | 10.6 | |
| Amazon Com Inc | 1,092,997.8 | 5.4 | |
| Nvidia Corp | 399,550.0 | 4.7 | |
| Oracle Corp | 182,760.6 | 4.1 | |
| Annaly Capital Management Inc | 9,662.7 | 2.7 | |
| Prudential Financial Inc | 36,630.0 | 2.5 | |
| AbbVie Inc | 269,466.6 | 2.4 | |
| Salesforce Com Inc | 170,602.7 | 2.3 | |
| Wal Mart Stores Inc | 335,434.5 | 2.3 | |
| Public Service Enterprise Group Inc | 31,268.6 | 2.1 | |
| Alphabet Inc | 1,475,138.5 | 1.7 | |
| International Business Machines Corp | 127,593.9 | 1.7 | |
| Verizon Communications Inc | 211,914.0 | 1.7 | |
| Paypal Holdings Inc | 83,170.4 | 1.6 | |
| AT&T Inc | 147,547.0 | 1.6 | |
| Bank of America Corp /DE/ | 278,315.2 | 1.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 654 | 73.4 |
| (b) Individuals (high net worth individuals) | 163 | 431.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 131.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 636.1 |
| By Discretionary | ||
| Discretionary | 817 | 636.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 817 | 636.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 636.1 | |
| Total | 817 | 636.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001912612] |
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|---|---|---|
|
MMA Asset Management LLC
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PA | 0.6 |
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Ipswich Investment Management Company Inc
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Birchwood Financial Partners Inc
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