Key Investment Team

Key Investment Team (CRD# 120011) is a financial advisory firm headquartered in Encino, CA. They manage $41,778,227 in 313 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $133,477
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Key Investment Team
Showing 1 - 1 of 1 top financial advisors.
1
Robert B. Venezia
CRD#: 1036322
16830 Ventura Blvd, Ste 515, Encino, CA 91436
83
Wealthminder
score

Robert Venezia (CRD# 1036322) is an Investment Advisor Representative working at Key Investment Team in Encino, CA and has over 34 years of experience in the finance industry.

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