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KEY GROUP MANAGEMENT, INC.
CRD 146054 · SEC 801-114845
17100 E SHEA BLVD, SUITE 400A, FOUNTAIN HILLS, AZ, 85268, United States
Phone
480-477-5252
Fax
480-477-5253
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.8M
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $50.8M |
| High net worth individuals | 85 | $249.0M |
| Pension/profit sharing plans | 1 | $1.0M |
| Charitable organizations | 1 | $3.0M |
States served
AZ, CA, DE, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD