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Key Client Fiduciary Advisors, LLC

● SEC registered since 2018CRD 298240SEC# 801-114010Fairfield, NJ
Export (members)
Reg. AUM
$782M
Employees
10
Accounts
874
Location
Fairfield, NJ

Key Client Fiduciary Advisors, LLC assets under management

Key Client Fiduciary Advisors, LLC is an SEC-registered investment adviser based in Fairfield, NJ. The firm has been registered since 2018. It reports $782 million in regulatory assets under management and employs 10 people.

Key Client Fiduciary Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric Robert Fishman ControlMember50-75%2018
Richard Anthony Flora ControlChief Compliance Officer And Member50-75%2018

Frequently asked questions

How much does Key Client Fiduciary Advisors, LLC manage?

Key Client Fiduciary Advisors, LLC reports $782 million in regulatory assets under management on its Form ADV.

How many employees does Key Client Fiduciary Advisors, LLC have?

Key Client Fiduciary Advisors, LLC reports 10 employees.

Where is Key Client Fiduciary Advisors, LLC located?

Key Client Fiduciary Advisors, LLC is based in Fairfield, NJ and has been SEC-registered since 2018.

Does Key Client Fiduciary Advisors, LLC disclose fund performance?

Key Client Fiduciary Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address363 Route 46 West, Suite 300, Fairfield, NJ 07004
Phone973-244-4142
Fax973-521-7281
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$782M
Non-discretionary$0
Total (RAUM)$782M