Assets Under Management
$2.5B
Number of Clients
2,155
Number of Advisors
10
Average Client AUM
$1.1M
AUM per Advisor
$245.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Key Financial, Inc. offers comprehensive financial planning and investment management services. They manage client accounts on a discretionary or non-discretionary basis, tailoring services to meet individual needs and goals. They also offer modular estate planning and retirement cash flow analysis. KFI's principal business is to provide financial planning services and investment recommendations that adhere closely to the client’s stated goals and objectives.
1045A Andrew Drive, West Chester, PA, 19380