KEYVANTAGE WEALTH ADVISORS
Tel: 484-935-3003 95 Highland Avenue Suite 310 Bethlehem, Pennsylvania 18017
About KEYVANTAGE WEALTH ADVISORS
KEYVANTAGE WEALTH ADVISORS is a Bethlehem, Pennsylvania based financial advisory firm with nearly $284,313,612 in assets under management and provides investment advisory services for 538 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
331996
Firm SEC#:
801-130771
Assets Under Management:
$284,313,612
No. of Clients:
538
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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