1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KEY CLIENT FIDUCIARY ADVISORS, LLC

Map pinFAIRFIELD, NJ
Phone973-244-4142
NotebookSEC #801-114010
Total AUM
$896.3M
Employees
10
Clients
2,272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
363 ROUTE 46 WEST
SUITE 300
FAIRFIELD
NJ 07004
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
973-244-4142
Other Offices
2

ReceiptFinancials

Total AUM
$896.3M
Accounts
2,195
Discretionary
$896.3M
Accounts
2,195
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,997
AUM
$145.9M
HNW Individual Clients
198
AUM
$585M
Pension/Profit Sharing Plan Clients
77
AUM
$165.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/Suspension
State Registrations
AZCACOCTDEFLGAILLAMAMDMINCNHNJNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account