Key Investment Services LLC

Broker-DealerFINRA Member

Total AUM

$8.9B

Discretionary

0% of AUM

Accounts

34,920

Employees

1,325

Advisory reps

1,288

Brokerage reps

1,325

Firm details

Headquarters: Brooklyn, Ohio
CRD number: 136300
Registered since: January 3, 2006
Website: www.key.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: Individuals78.88%
HNWI19.97%
Corporations / Businesses0.62%
Charitable Organizations0.37%
Pension & Profit Sharing Plans0.16%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Key Investment Services LLC is a bank-affiliated broker-dealer organized as an LLC that also provides advisory services. The firm is SEC-registered (registered in 2006) and serves both individual/family clients and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses and selection of other advisers; its business model is primarily fee-based on a percentage of assets under management. The firm reports being an active ESG investor and lists a range of industry roles and affiliations that include broker-dealer, registered municipal advisor, trust company and sponsor/manager roles for pooled vehicles.