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Key Financial, Inc.

● SEC registered since 2016CRD 116240SEC# 801-107742West Chester, PA
Export (members)
Reg. AUM
$2.46B
Employees
35
Accounts
4,622
Location
West Chester, PA

Key Financial, Inc. assets under management

Key Financial, Inc. is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2016. It reports $2.5 billion in regulatory assets under management and employs 35 people.
www.keyfinancialinc.comView on SEC.gov ↗

Key Financial, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Eric Ryan Fuhrman ControlChief Planning OfficerUnder 5%2014
Patricia Clark Brennan ControlCeo And CcoOver 75%1997
Richard Bradley Everett ControlChief Investment OfficerUnder 5%2014

Frequently asked questions

How much does Key Financial, Inc. manage?

Key Financial, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Key Financial, Inc. have?

Key Financial, Inc. reports 35 employees.

Where is Key Financial, Inc. located?

Key Financial, Inc. is based in West Chester, PA and has been SEC-registered since 2016.

Does Key Financial, Inc. disclose fund performance?

Key Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1045a Andrew Drive, West Chester, PA 19380
Phone610-429-9050
Fax610-429-9279
Office hours9:00 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1801720
Discloses disciplinary historyNo

Assets under management

Discretionary$2.17B
Non-discretionary$287.8M
Total (RAUM)$2.46B