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Building 2KEY WEALTH ADVISORS LLC

Map pinNEW YORK, NY
Phone(256) 715-9611
NotebookSEC #801-122646
Total AUM
$9.3M
Employees
2
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
199 WATER STREET
17TH FLOOR
NEW YORK
NY 10038
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(256) 715-9611

ReceiptFinancials

Total AUM
$9.3M
Accounts
40
Discretionary
$9.3M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
19
AUM
$9.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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