Key Client Fiduciary Advisors, LLC
Firm details
- Headquarters
- Fairfield, New Jersey
- CRD number
- 298240
- Registered since
- September 21, 2018
- Website
- www.keyclientfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.26%
- Pension & Profit Sharing Plans18.46%
- Individuals16.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Key Client Fiduciary Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is individually owned and serves both individual/family and institutional clients. Its compensation model combines a percentage-of-AUM fee schedule with fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents6%
- US Government Bonds5%
Contacts
3 of 10
Christaphor Thomasian
Assistant Vice President & Financial AdvisorCRD 7401080
Joel Orris
Managing PartnerCRD 1745120
Alexander Orlando
PresidentCRD 6083042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$274M in ETFs
80%
$220M
13%
$54.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $23.1M | 285,320 | 8.43% |
Location
Fairfield, NJ
Essex
Location
Fairfield, NJ
Headquartered in Fairfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 363 Route 46 W
- Time zone
- ET (UTC-5)
- Office locations
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