KEY INVESTMENT SERVICES LLC

CRD 136300 · SEC 801-65060

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4900 TIEDEMAN ROAD, OH-01-49-0215, BROOKLYN, OH, 44144, United States

Phone

(888) 547-2968

Fax

(216) 357-6332

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.88B

Discretionary AUM

Team

1325 total employees; 360 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

Services

Portfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	33369	$7.00B
High net worth individuals	1140	$1.77B
Pension/profit sharing plans	175	$14.3M
Charitable organizations	100	$32.8M
Corporations/business entities	136	$55.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

https://www.key.com/kpb/our-approach/kis.html

Official SEC filing: View on IAPD