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Kimberly Ruth Key

CW INSTITUTIONAL, LLC·NAPLES, Florida
Series 14Series 24Series 10Series 9Series 53Series 7Series 52Series 66Series 63SIE
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9130 GALLERIA COURT, NAPLES, FL 34109CRD# 4454805Firm CRD# 313549
01

About

Kimberly Ruth Key is a registered financial advisor based in NAPLES, Florida, affiliated with CW INSTITUTIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CW INSTITUTIONAL, LLC
CW INSTITUTIONAL, LLC
AUM
$33M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CW INSTITUTIONAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4454805
Firm CRD# 313549
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Ruth Key offer?
Kimberly Ruth Key specializes in Retirement Planning. Contact their office in NAPLES, Florida for a consultation.
What are Kimberly Ruth Key's credentials?
Kimberly Ruth Key is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ruth Key located?
Kimberly Ruth Key is based in NAPLES, Florida, working with CW INSTITUTIONAL, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Kimberly Ruth Key charge for services?
Kimberly Ruth Key's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CW INSTITUTIONAL, LLC?
CW INSTITUTIONAL, LLC has approximately 10 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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