|
⚲
|
| Key Financial Inc
✚
|
|
|---|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |