$11.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
38 yrs Firm Age
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- Custodian
- Lincoln Financial · Pershing · SEI
- Clients
- Retail
- Platforms
- Beacon timber
- Established Date
- 02-23-1988
- Office Locations
- 1
Office Locations
428 Hartford Turnpike Suite 109 Vernon CT
About KEY Financial Concepts, Inc.
Key Financial Concepts, Inc. works with business owners, executives, and families on executive benefit plans, business succession planning, retirement strategies, and wealth transfer/estate/charitable planning. Its reported SMA exposure is primarily ETF-based. Securities are offered through M Holdings Securities (FINRA/SIPC), and it is affiliated with M Financial Group via The Madison Group relationship.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$210.8K AVG AUM / CLIENT
38.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Horizon ember
Client Personas
Crest Eagle delta
Custodian
Momentum radial Capital Oak Harbor Ridge Signal vertex Oak meridian
Investment Themes
Beacon eagle Capital insight Zenith Ember quantum Meridian delta Vertex
Investment Vehicles
Delta summit
Platform
Timber alpha
Services
Ember bridge Value Capital Wave capital Quantum Crest bridge Pathway optima North Signal
Technology
Foundation oak
Owner & Executives
P
PETER JOSEPH JESANIS
Investment Advisor, President
- CRD
- #716437
- Ownership
- 75% or more
(739) 347-2062
zenith.horizon@wavecapital.com
in linkedin.com/in/vertex-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,959,058 | -- |
| Total | $10,959,058 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,959,058
Equity - Exchange:
50.3% Cash:
49.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,530,146,327 | 50.3% |
| Cash | $1,511,894,084 | 49.7% |
| Total | $3,042,040,411 | 100.0% |