|
⚲
|
| Key Financial Inc
✚
|
|
|---|---|
| CRD # | 116240 |
| SEC # | 801-107742 |
| CIK # | 0001801720 |
| AUM | $2.2 BB (2024-03-15) |
| Employees | 29 (34% Investors, 38% Brokers) |
| Phone | 610-429-9050 |
| Address | 1045A Andrew Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001801720 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 21.0 | |
| Microsoft Corp | 1,918,222.4 | 13.2 | |
| Trebia Acquisition Corp | 6.4 | ||
| Exxon Mobil Corp | 385,508.3 | 5.8 | |
| Amazon Com Inc | 1,092,997.8 | 5.2 | |
| J P Morgan Chase & Co | 340,169.2 | 4.7 | |
| Johnson & Johnson | 465,600.2 | 4.0 | |
| Global MOFY Metaverse Ltd | 4.0 | ||
| Broadcom Inc | 201,282.9 | 4.0 | |
| Nvidia Corp | 399,550.0 | 3.8 | |
| Procter & Gamble Co | 338,108.9 | 3.5 | |
| Merck & Co Inc | 232,371.9 | 3.2 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,193 | 0.3 |
| (b) Individuals (high net worth individuals) | 871 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,427 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,383 | 1.9 |
| Non-Discretionary | 1,044 | 0.3 |
| Total | 4,427 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 4,427 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801720] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bogart Wealth LLC
✚
|
VA | 2.6 |
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 2.6 |
|
Roffman Milller Associates Inc
✚
|
PA | 2.5 |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.4 |
|
The Retirement Planning Group LLC
✚
|
KS | 2.3 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 1.9 |
|
Motley Fool Wealth Management LLC
✚
|
VA | 1.9 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 1.9 |
|
Salomon and Ludwin LLC
✚
|
VA | 1.7 |
|
Berger Financial Group Inc
✚
|
MN | 1.7 |