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Key Financial

EST. AUM
$2,839,149,609

CONTACTS
14

CLIENT ACCOUNTS
4,448

Firm Details

Metro area Philadelphia
CRD Number 116240
Website keyfinancialinc.com
Client types

Overview

Key Financial is an RIA and financial advisory firm located about 30 minutes outside of Center City Philadelphia in West Chester. They manage $2B for individuals, retirement plans, corporations, and charitable organizations. They build asset allocation models for their clients mainly composed of ETFs and Mutual Funds. They believe in a buy-and-hold philosophy across all client types. Patti Brennan is the founder and leader of the firm.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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