Key FInancial is an investment advisor in West Chester with $1.87 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232886175
SEC advisor number
801-107742
FINRA CRD number
116240
AUM ?
$2.17 bn
(as of 15 Mar 24)
Accounts
4,427
(as of 15 Mar 24)
Employees
29
(10 investment advisory or research)
Address
Key FInancial
1045 ANDREW DRIVE
SUITE A
WEST CHESTER
PA 19380
1045 ANDREW DRIVE
SUITE A
WEST CHESTER
PA 19380
Phone
6104299050
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21