Key Client Fiduciary Advisors is an investment advisor in Fairfield with $499.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831354142
SEC advisor number
801-114010
FINRA CRD number
298240
AUM ?
$636.06 mm
(as of 15 Apr 24)
Accounts
817
(as of 15 Apr 24)
Employees
10
(10 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
1 Mar 22