KEY FINANCIAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$2,839,149,609
Discretionary
$2,548,454,796
Non-discretionary
$290,694,813
Firm details
- CRD number
- 116240
- SEC file number
- 801-107742
- Main office
- WEST CHESTER, PA, United States
- Employees
- 36
- SEC status
- Approved
- Website
- HTTP://WWW.KEYFINANCIALINC.COM
- Fee structure
-
Percentage of AUM Fixed fees Commissions Other
As of October 2026.