|
⚲
|
| Key Investment Services LLC
✚
| |
|---|---|
| CRD # | 136300 |
| SEC # | 801-65060 |
| CIK # | |
| AUM | $4.2 BB (2024-06-24) |
| Employees | 1,098 (32% Investors, 100% Brokers) |
| Phone | 888-547-2968 |
| Address | 4900 Tiedeman Road Brooklyn, OH 44144 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25,480 | 3.6 |
| (b) Individuals (high net worth individuals) | 694 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 0.0 |
| (h) Charitable organizations | 101 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 104 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26,437 | 4.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 26,437 | 4.2 |
| Total | 26,437 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 26,437 | 4.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moran Wealth Management LLC
✚
|
FL | 4.3 |
|
NFJ Investment Group LLC
✚
|
TX | 4.2 |
|
Hamilton Capital LLC
✚
|
OH | 4.2 |
|
BC Advisors LLC
✚
|
NJ | 4.2 |
|
Peregrine Capital Management LLC
✚
|
MN | 4.2 |
|
RNC Capital Management LLC
✚
|
CA | 4.2 |
|
Frost Investment Advisors LLC
✚
|
TX | 4.2 |
|
Private Management Group Inc
✚
|
CA | 4.2 |
|
Northeast Financial Consultants LLC
✚
|
CT | 4.1 |
|
TCI Wealth Advisors Inc
✚
|
AZ | 4.1 |