Key Financial Concepts, Inc.
Key Financial Concepts, Inc. (CRD# 125985) is a financial advisory firm headquartered in Vernon, CT. They manage $8,450,794 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Key Financial Concepts, Inc.
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$264,087
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Key Financial Concepts, Inc.
1
Peter Jesanis (CRD# 716437) is an Investment Advisor Representative working at Key Financial Concepts, Inc. in Vernon, CT and has over 33 years of experience in the finance industry.
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