Be advised. This firm is no longer registered.

Key Investment Team

Key Investment Team (CRD# 120011) is a financial advisory firm headquartered in Westlake Village, CA. They manage $29,235,057 in 235 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $124,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Key Investment Team
No Advisor Found.
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