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 that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is SEC-registered (registered in 2018) and serves both individual & family and institutional clients. Its fee arrangements include asset-based fees and fixed-fee engagements. The owner structure is an individual proprietor rather than a corporate or multi-partner ownership model. The firm’s client focus and advisory activities point to a hybrid model that blends ongoing discretionary portfolio management with project-based planning and consulting. It does not identify as an active ESG investor in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$281M in ETFs
79%
$222M
12%
$59.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $22.1M | 282,820 | 7.87% |
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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