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KEY CLIENT FIDUCIARY ADVISORS, LLC
CRD 298240 · SEC 801-114010
363 ROUTE 46 WEST, SUITE 300, FAIRFIELD, NJ, 07004, United States
Phone
973-244-4142
Fax
973-521-7281
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$896.3M
Discretionary AUM
$896.3M
Team
10 total employees; 10 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1997 | $145.9M |
| High net worth individuals | 198 | $585.0M |
| Pension/profit sharing plans | 77 | $165.4M |
States served
AZ, CA, CO, DE, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD