Key Financial Inc

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Assets, Funds, Holdings

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Key Financial Inc
CRD #116240
SEC #801-107742
CIK #0001801720
AUM $1.8 BB (2023-03-23)
Employees 32 (38% Investors, 38% Brokers)
Phone610-429-9050
Address1045A Andrew Drive
West Chester, PA 19380
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
19001520114076038002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 17.5
MSFT 1,918,222.4 8.1
XOM 385,508.3 5.8
DIS 174,716.7 4.8
JNJ 465,600.2 4.3
PG 338,108.9 3.2
PFE 284,248.0 3.2
AMZN 1,092,997.8 3.2
MRK 232,371.9 2.7
JPM 340,169.2 2.5
View All
Holdings by Sector ($MM)
3002401801206002019202020222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 927 301.2
(b) Individuals (high net worth individuals) 479 1,440.4
(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 0 3.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 5.4
(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 2.5
(n) Other 0 0.0
Total 4,248 1,752.7
By Discretionary
Discretionary 3,100 1,495.2
Non-Discretionary 1,148 257.5
Total 4,248 1,752.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,752.7
Total 4,248 1,752.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001801720]
Comparable Firms State AUM ($BB)
Stoker Ostler Wealth Advisors Inc
AZ 2.2
Roffman Milller Associates Inc
PA 2.1
Chas P Smith & Associates PA Cpa's
FL 2.0
John Hancock Personal Financial Services LLC
MA 1.8
Retirement Benchmark LLC
MO 1.8
Motley Fool Wealth Management LLC
VA 1.6
Baltimore-Washington Financial Advisors Inc
MD 1.4
Berger Financial Group Inc
MN 1.4
The Retirement Planning Group Inc
KS 1.3
Keystone Financial Group LLC
KY 1.2
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