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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EagleWave +more
- Established Date
- 05-07-2008
- Office Locations
- 4
Office Locations
About KEY Group Management, Inc.
Key Group Management, Inc. (The Key Group) provides holistic financial planning and investment management, including retirement planning, budgeting, insurance, and estate planning. Portfolios commonly use ETFs alongside fixed income. A differentiator for distribution partners is its Personal Client Portal that lets clients view their entire financial life in one place; the firm supports eMoney and custody through Charles Schwab.
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Owner & Executives
COLIN HEAFY
VICE PRESIDENT
- CRD
- #1906579
- Ownership
- 50% but less than 75%
PATRICK BRIAN MURRAY
Chief Compliance Officer, President
- CRD
- #1385990
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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R ANTHONY CIOFFARI
Financial Advisor
- CRD
- #1347157
TIMOTHY MARK CONBOY
Financial Advisor
- CRD
- #1930383
Legacy frontier
Vital radial meridian
- CRD
- #69334
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $303,800,000 | $901,484 |
| Total | $303,800,000 | $901,484 |
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Separately Managed Accounts
Total SMA Asset: $303,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,161,758,984 | 31.5% |
| U.S. Government/Agency | $1,290,843,316 | 35.0% |
| Corporate - Investment Grade | $807,699,103 | 21.9% |
| Municipal Bonds | $427,822,356 | 11.6% |
| Total | $3,688,123,759 | 100.0% |