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, privately owned registered investment adviser formed in 2018 and organized as an LLC. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines asset‑based fees and fixed fees, and it does not present itself as a capital allocator. The adviser reports it is not 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 10Christaphor 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 139Active vs passive
$240M in ETFs
84%
$201M
13%
$38.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $19.2M | 280,764 | 7.99% |
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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