KEY GROUP MANAGEMENT, INC.

RIASEC RegisteredEst. 2019

Total AUM

$304M

Discretionary

$0

0% of AUM

Avg account

$901K

Accounts

337

Employees

5

Advisory reps

8

Firm details

Headquarters: FOUNTAIN HILLS, Arizona
CRD number: 146054
Registered since: April 1, 2019
Website: www.keygroupwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.96%
Individuals16.72%
Charitable Organizations0.99%
Pension & Profit Sharing Plans0.33%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Key Group Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2019. The firm is individually owned and advises both individual/family clients and institutional accounts. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities60%
US Government Bonds20%
State & Local Bonds10%
Investment Grade Corp Bonds10%

Contacts

3 of 8

R CIOFFARI
Financial Advisor and Investment Advisor RepresentitiveCRD 1347157
TIMOTHY CONBOY
Financial AdvisorCRD 1930383
COLIN HEAFY
Principal & Co-FounderCRD 1906579

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

FOUNTAIN HILLS, AZ

MARICOPA

Location

FOUNTAIN HILLS, AZ

Headquartered in FOUNTAIN HILLS, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area: Phoenix-Mesa, AZ
Region: West
County: MARICOPA
Address: 17100 E Shea Blvd
Time zone: MT (UTC-7)
Office locations

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