DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > massachusetts > worcester
KEY FINANCIAL, INC.
Tel: 610-429-9050
1045a Andrew Drive West Chester, Pennsylvania 19380
KEY FINANCIAL, INC.
KEY FINANCIAL, INC. is a West Chester, Pennsylvania based financial advisory firm with nearly $2,166,191,568 in assets under management and provides investment advisory services for 4427 clients. There are currently 29 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Commission Based, Other (FINANCIAL PLANNING RETAINE
Firm CRD#:
116240
SEC#:
801-107742
No. of Clients:
4427
Assets under Management
$2,166,191,568
No. of Advisors:
29
More Financial Advisory Firms in West Chester, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in West Chester, Massachusetts >>