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Building 2KEY CAPITAL MANAGEMENT, INC.

Map pinHENDERSONVILLE, TN
Phone615-826-5749
NotebookSEC #801-126114
Total AUM
$393M
Employees
35
Clients
2,018

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 EAST MAIN ST. SUITE #7
HENDERSONVILLE
TN 37075
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
615-826-5749
Other Offices
4

ReceiptFinancials

Total AUM
$393M
Accounts
2,324
Discretionary
$382.7M
Accounts
2,216
Non-Discretionary
$10.3M
Accounts
108

ContactClients

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Individual Clients
1,937
AUM
$275.5M
HNW Individual Clients
69
AUM
$113.2M
Pension/Profit Sharing Plan Clients
12
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingPending Regulatory Proceeding
State Registrations
ALAZCACOFLINKYLAMIMSNCOHTNTX

HandshakeAffiliates

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

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