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KEY FINANCIAL, INC.
CRD 116240 · SEC 801-107742
1045A ANDREW DRIVE, WEST CHESTER, PA, 19380, United States
Phone
610-429-9050
Fax
610-429-9279
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.84B
Discretionary AUM
$2.55B
Team
36 total employees; 10 advisory reps; 21 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions; FINANCIAL PLANNING RETAINER
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 722 | $266.8M |
| High net worth individuals | 687 | $2.55B |
| Corporations/business entities | 9 | $12.9M |
States served
AZ, CA, DE, GA, IL, LA, MD, MA, NJ, NY, NC, OH, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
- HTTP://WWW.KEYFINANCIALINC.COM
- https://www.youtube.com/channel/uc8yokpad6yiwea4bhvjtkma
- https://twitter.com/keyfininc
- https://www.facebook.com/keyfinancialinc
- https://www.linkedin.com/company/key-financial-inc
- HTTP://WWW.PATTIBRENNAN.COM/
- https://www.linkedin.com/in/frankmcaleer/
- https://www.linkedin.com/in/michael-brennan-cfp%C2%AE-a47a6ba7
- HTTPS://VITALITYHUB.COM/
- https://www.linkedin.com/in/keyfinancialinc
Official SEC filing: View on IAPD