KEY FINANCIAL, INC.

WEST CHESTER, Pennsylvania·3 registered advisors·CRD# 116240
SEC# 801-1077421610-429-9050
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Commissions
Other: FINANCIAL PLANNING RETAINER
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KEY FINANCIAL, INC.

3 registered advisors
Eric Ryan Fuhrman
WEST CHESTER, Pennsylvania
Patricia Clark Brennan
WEST CHESTER, Pennsylvania
Richard Bradley Everett
WEST CHESTER, Pennsylvania
05

Office Locations

WEST CHESTER, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. KEY FINANCIAL, INC. (CRD# 116240) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.