KEY FINANCIAL, INC. - Financial Advisor in Pennsylvania, West Chester

Tel: 610-429-9050 1045a Andrew Drive West Chester, Pennsylvania 19380

About KEY FINANCIAL, INC.

KEY FINANCIAL, INC. is a West Chester, Pennsylvania based financial advisory firm with nearly $2,166,191,568 in assets under management and provides investment advisory services for 4427 clients. There are currently 29 financial advisors at the firm.

General Information

Firm CRD#:

116240

Firm SEC#:

801-107742

Assets Under Management:

$2,166,191,568

No. of Clients:

4427

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Commission Based, Other (FINANCIAL PLANNING RETAINER)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

VENERABLE INVESTMENT ADVISERS, LLC

330755

801-130496

$9,803,013,288

WEDMONT PRIVATE CAPITAL

305815

801-121179

2017

$2,370,836,249

MARKET STREET WEALTH MANAGEMENT

155157

801-81172

2376

$589,151,971

MARQUETTE ASSOCIATES, INC.

118655

801-71334

$410,559,528

FINANCIAL COACH

170478

801-81042

717

$346,775,812

TRINITY INVESTMENT ADVISORS, LLC

141039

801-66958

$300,990,891

BALLAST FINANCIAL ADVISORS, LLC

304430

801-117158

1343

$247,372,928

STONECROP WEALTH ADVISORS, LLC

306486

801-117833

772

$235,907,635

WEALTHCARE CAPITAL PARTNERS, LLC

330300

801-129749

801

$160,589,922

GLOBAL BETA ADVISORS

298176

801-113933

$25,513,027

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