Key Financial, Inc.
● SEC registered since 2016CRD 116240SEC# 801-107742West Chester, PA
Reg. AUM
$2.84B
Employees
36
Accounts
4,448
Location
West Chester, PA
Key Financial, Inc. assets under management
Key Financial, Inc. is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2016. It reports $2.8 billion in regulatory assets under management and employs 36 people.
Key Financial, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Ryan Fuhrman Control | Chief Planning Officer | Under 5% | 2014 |
| Patricia Clark Brennan Control | Ceo And Cco | Over 75% | 1997 |
| Richard Bradley Everett Control | Chief Investment Officer | Under 5% | 2014 |
Frequently asked questions
How much does Key Financial, Inc. manage?
Key Financial, Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Key Financial, Inc. have?
Key Financial, Inc. reports 36 employees.
Where is Key Financial, Inc. located?
Key Financial, Inc. is based in West Chester, PA and has been SEC-registered since 2016.
Does Key Financial, Inc. disclose fund performance?
Key Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1045a Andrew Drive, West Chester, PA 19380 |
| Phone | 610-429-9050 |
| Fax | 610-429-9279 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1801720 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.84B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$2.84Bregulatory AUM
Discretionary $2.55BNon-discretionary $290.7M