Key Client Fiduciary Advisors

KEY CLIENT FIDUCIARY ADVISORS, LLC is an SEC-registered investment adviser in Fairfield, NJ, registered since 2018. The firm manages approximately $896 million...

Key Client Fiduciary Advisors

KEY CLIENT FIDUCIARY ADVISORS, LLC is an SEC-registered investment adviser in Fairfield, NJ, registered since 2018. The firm manages approximately $896 million in assets. It has 10 employees and 10 investment advisers.

General information

Firm type

Multi Family Office

What type of firm is Key Client Fiduciary Advisors?

Key Client Fiduciary Advisors, LLC is registered as a US investment adviser, indicating it operates as an RIA. Its name aligns with a multi-family office structure serving multiple clients under a fiduciary duty.

Is Key Client Fiduciary Advisors a single-family or multi-family office?

The firm's name and RIA registration suggest a multi-family office model, advising multiple families or individuals rather than managing capital for a single family.

What services does Key Client Fiduciary Advisors provide?

As an RIA, the firm likely offers discretionary portfolio management, financial planning, and asset allocation. Exact service offerings are not publicly documented beyond its regulatory filings.

Does Key Client Fiduciary Advisors have any publicly disclosed AUM?

No. The firm does not publish AUM or deployment figures in any known public source.

Who are the principals or investment professionals at Key Client Fiduciary Advisors?

Public records, including SEC filings and corporate registries, do not list named principals. This information is not disclosed.

Where is Key Client Fiduciary Advisors headquartered?

The firm's headquarters city and address are not identified from available public sources.

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