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Building 2KEY FINANCIAL, INC.

Map pinWEST CHESTER, PA
Phone610-429-9050
NotebookSEC #801-107742
Total AUM
$2.8B
Employees
36
Clients
1,420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1045A ANDREW DRIVE
WEST CHESTER
PA 19380
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
610-429-9050
Other Offices
1

ReceiptFinancials

Total AUM
$2.8B
Accounts
4,448
Discretionary
$2.5B
Accounts
3,781
Non-Discretionary
$290.7M
Accounts
667

ContactClients

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Individual Clients
722
AUM
$266.8M
HNW Individual Clients
687
AUM
$2.5B
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Government Entity Clients
1
AUM
$7.8M
Corporation or Business Clients
9
AUM
$12.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDEFLGAILLAMAMDNCNHNJNYOHPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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