$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
2 Employees
189 ADV. Clients
25 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2001
- Office Locations
- 1
Office Locations
440 Eureka Suite B Wyandotte MI
About KEY Concerns INC
Key Concerns Inc is a Michigan-based boutique RIA providing financial planning and investment management for individuals and families, plus small businesses, nonprofits, and trusts. Led by IARs Jennifer Brown and Erin Shelton, the firm emphasizes portfolio construction and asset allocation, using ETFs and mutual funds alongside retirement and insurance planning as appropriate.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$116.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Fusion capital
Client Personas
Radial foundation Momentum
Investment Themes
Meridian peak Timber
Investment Vehicles
North
Services
Quantum zenith Zenith Matrix Vital Bridge vector Glacier quantum Matrix element
Owner & Executives
J
JENNIFER RACHEL BROWN
Investment Advisor Representative, VICE PRESIDENT
- CRD
- #5987609
- Ownership
- 50% but less than 75%
(775) 745-5958
foundation.element@focuscapital.com
in linkedin.com/in/pathway-legacy
ERIN L. SHELTON
Director, President
- CRD
- #5765585
- Ownership
- 50% but less than 75%
(918) 492-8022
crest.crest@frontiercapital.com
in linkedin.com/in/focus-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,930,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,930,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,930,000
Equity - Exchange:
20.7% Cash:
16.8% Equity - OTC:
9.7% Corporate - Investment Grade:
12.4% Corporate - Non-Investment Grade:
20.8% Municipal Bonds:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $432,055,867 | 20.7% |
| Cash | $350,654,037 | 16.8% |
| Equity - OTC | $202,460,962 | 9.7% |
| Corporate - Investment Grade | $258,816,075 | 12.4% |
| Corporate - Non-Investment Grade | $434,143,093 | 20.8% |
| Municipal Bonds | $409,096,376 | 19.6% |
| Total | $2,087,226,410 | 100.0% |