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Key Financial Inc
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CRD # | 116240 |
SEC # | 801-107742 |
CIK # | 0001801720 |
AUM | $1.8 BB (2023-03-23) |
Employees | 32 (38% Investors, 38% Brokers) |
Phone | 610-429-9050 |
Address | 1045A Andrew Drive West Chester, PA 19380 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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
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|
PA | 2.1 |
Chas P Smith & Associates PA Cpa's
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|
FL | 2.0 |
John Hancock Personal Financial Services LLC
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|
MA | 1.8 |
Retirement Benchmark LLC
✚
|
MO | 1.8 |
Motley Fool Wealth Management LLC
✚
|
VA | 1.6 |
Baltimore-Washington Financial Advisors Inc
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|
MD | 1.4 |
Berger Financial Group Inc
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|
MN | 1.4 |
The Retirement Planning Group Inc
✚
|
KS | 1.3 |
Keystone Financial Group LLC
✚
|
KY | 1.2 |