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| Happy Holidays!! thanks for using AUM13F!! |
| Key Wealth Advisors LLC
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| CRD # | 317106 |
| SEC # | 801-122646 |
| CIK # | |
| AUM | $9.3 M (2024-11-12) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 256-715-9611 |
| Address | 199 Water Street New York, NY 10038 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 9.3 |
| (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 | 40 | 9.3 |
| By Discretionary | ||
| Discretionary | 40 | 9.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 9.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.3 | |
| Total | 40 | 9.3 |
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✚
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0.0 | |
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0.0 | |
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✚
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|
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✚
|
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✚
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|
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✚
|
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|
Overseas Capital Management LLC
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|
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|
Port Capital Management LLC
✚
|
NY | 0.0 |
|
Qienna Wealth Management Inc
✚
|
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