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| Happy Holidays!! thanks for using AUM13F!! |
| Key Financial Inc
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| CRD # | 116240 |
| SEC # | 801-107742 |
| CIK # | 0001801720 |
| AUM | $2.5 B (2025-03-15) |
| Employees | 35 (29% Investors, 31% Brokers) |
| Phone | 610-429-9050 |
| Address | 1045A Andrew Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.3 | ||
| Microsoft Corp | 14.2 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Trebia Acquisition Corp | 6.5 | ||
| Amazon Com Inc | 5.7 | ||
| Broadcom Inc | 5.5 | ||
| Exxon Mobil Corp | 5.3 | ||
| Nvidia Corp | 5.2 | ||
| Global MOFY Metaverse Ltd | 3.9 | ||
| Johnson & Johnson | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,181 | 0.3 |
| (b) Individuals (high net worth individuals) | 962 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,622 | 2.5 |
| By Discretionary | ||
| Discretionary | 3,638 | 2.2 |
| Non-Discretionary | 984 | 0.3 |
| Total | 4,622 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 4,622 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801720] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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✚
|
AZ | 3.1 |
|
Roffman Milller Associates Inc
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PA | 2.9 |
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VA | 2.7 |
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Chas P Smith & Associates PA Cpa's
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Berger Financial Group Inc
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MN | 2.5 |
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Baltimore-Washington Financial Advisors Inc
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MD | 2.5 |
|
Motley Fool Wealth Management LLC
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|
VA | 2.2 |
|
VISE AI Advisors LLC
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|
NY | 2.2 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2.0 |
|
SOFI Wealth LLC
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|
CA | 1.5 |