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Building 2KEY INVESTMENT SERVICES LLC

Map pinBROOKLYN, OH
Phone(888) 547-2968
NotebookSEC #801-65060
Total AUM
$8.9B
Employees
1,325
Clients
34,920

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 TIEDEMAN ROAD
OH-01-49-0215
BROOKLYN
OH 44144
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(888) 547-2968
Other Offices
25

ReceiptFinancials

Total AUM
$8.9B
Accounts
34,920
Discretionary
$0
Accounts
0
Non-Discretionary
$8.9B
Accounts
34,920

ContactClients

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Individual Clients
33,369
AUM
$7B
HNW Individual Clients
1,140
AUM
$1.8B
Pension/Profit Sharing Plan Clients
175
AUM
$14.3M
Charitable Organization Clients
100
AUM
$32.8M
Corporation or Business Clients
136
AUM
$55.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDEFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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