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KEY CLIENT FIDUCIARY ADVISORS, LLC
KEY CLIENT FIDUCIARY ADVISORS, LLC
FAIRFIELD, New Jersey
·
2 registered advisors
·
CRD# 298240
SEC# 801-114010
3
973-244-4142
01
Firm Overview
AUM
$636M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KEY CLIENT FIDUCIARY ADVISORS, LLC
2 registered advisors
Eric Robert Fishman
FAIRFIELD, New Jersey
CRD# 1352028
Richard Anthony Flora
FAIRFIELD, New Jersey
CRD# 1121424
05
Office Locations
FAIRFIELD, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. KEY CLIENT FIDUCIARY ADVISORS, LLC (CRD# 298240) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.