KEY GROUP MANAGEMENT, INC. is a Scottsdale, Arizona based financial advisory firm with nearly $183,098,999 in assets under management and provides investment advisory services for 425 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 146054 | |
| SEC#: | 801-114845 | |
| Assets under Management: | $183,098,999 | |
| No. of Clients: | 425 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| TRAJAN WEALTH, L.L.C. | 158847 | 801-100392 | 8885 | 67 | $1,054,443,957 |
| GR FINANCIAL GROUP, LLC | 172370 | 801-80641 | 2356 | 10 | $854,122,214 |
| HERITAGE WEALTH MANAGEMENT, LLC | 287909 | 801-110550 | 1946 | 28 | $590,516,414 |
| PINNACLE PEAK PRIVATE CLIENT GROUP, LLC | 282003 | 801-110993 | 950 | 5 | $270,835,956 |
| MULHOLLAND WEALTH ADVISORS, LLC | 282408 | 801-107079 | 878 | 27 | $310,388,640 |
| WJ WEALTH MANAGEMENT | 170181 | 801-119053 | 827 | 6 | $176,140,490 |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 168223 | 801-78675 | 770 | 2 | $137,021,405 |
| AIM CAPITAL | 165183 | 801-77148 | 421 | 3 | $263,521,761 |
| STABLEFORD CAPITAL LLC | 173383 | 801-80522 | 264 | 5 | $294,272,000 |
| SPAHN WEALTH & RETIREMENT LLC | 285932 | 801-125766 | 211 | 1 | $117,072,252 |
| INTRINSIC VALUE PARTNERS, LLC | 165214 | 801-78111 | 210 | 4 | $183,383,721 |
| LEVIN FUNDING GROUP LLC | 170087 | 801-125714 | 148 | 3 | $131,200,377 |
| 17 CAPITAL PARTNERS, LLC | 283013 | 801-120928 | 124 | 1 | $132,068,628 |
| CYPRESS STRATEGIES | 172113 | 801-122455 | 75 | 7 | $126,916,158 |
| PERINI CAPITAL | 158540 | 801-120968 | 73 | 7 | $158,905,836 |
| RESQ INVESTMENT PARTNERS, LLC | 169528 | 801-78822 | 2 | 6 | $66,131,705 |