Key Client Fiduciary Advisors, LLC
● SEC registered since 2018CRD 298240SEC# 801-114010Fairfield, NJ
Reg. AUM
$896.3M
Employees
10
Accounts
2,195
Location
Fairfield, NJ
Key Client Fiduciary Advisors, LLC assets under management
Key Client Fiduciary Advisors, LLC is an SEC-registered investment adviser based in Fairfield, NJ. The firm has been registered since 2018. It reports $896.3 million in regulatory assets under management and employs 10 people.
Key Client Fiduciary Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Robert Fishman Control | Member | 50-75% | 2018 |
| Richard Anthony Flora Control | Chief Compliance Officer And Member | 50-75% | 2018 |
Frequently asked questions
How much does Key Client Fiduciary Advisors, LLC manage?
Key Client Fiduciary Advisors, LLC reports $896.3 million in regulatory assets under management on its Form ADV.
How many employees does Key Client Fiduciary Advisors, LLC have?
Key Client Fiduciary Advisors, LLC reports 10 employees.
Where is Key Client Fiduciary Advisors, LLC located?
Key Client Fiduciary Advisors, LLC is based in Fairfield, NJ and has been SEC-registered since 2018.
Does Key Client Fiduciary Advisors, LLC disclose fund performance?
Key Client Fiduciary Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 363 Route 46 West, Suite 300, Fairfield, NJ 07004 |
| Phone | 973-244-4142 |
| Fax | 973-521-7281 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$896.3M▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$896.3Mregulatory AUM
Discretionary $896.3M