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| Key Group Management Inc
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|
|
|---|---|
| CRD # | 146054 |
| SEC # | 801-114845 |
| CIK # | 0001801720 |
| AUM | $195.0 MM (2023-02-24) |
| Employees | 5 (80% Investors, 100% Brokers) |
| Phone | 480-477-5252 |
| Address | 17100 E Shea Blvd Fountain Hills, AZ 85268 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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) | 150 | 50.0 |
| (b) Individuals (high net worth individuals) | 50 | 145.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 195.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 250 | 195.0 |
| Total | 250 | 195.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.0 | |
| Total | 250 | 195.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801720] |
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