Kimberly
Key
Cwa Asset Management Group
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About this Advisor
Kimberly Key is a financial advisor working in Naples, Florida with 2 years of industry experience. Key is on the advisory team at Cwa Asset Management Group. Throughout their career, they have worked at Morgan Stanley, Regions Bank, Keel Point, Cwa Asset Management Group and Cwa Naples, LLC. Key holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Florida. Cwa Asset Management Group is a business based out of Naples, FL. It has offices in four locations and a total of 47 employees. It administers $2 billion in total assets between its 1,333 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 1,333 client accounts, 39% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cwa Asset Management Group provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by Cwa Asset Management Group can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Kimberly Key Work History
Kimberly has been registered as a financial advisor for 2 years.*
Cwa Asset Management Group
Cwa Naples, LLC
Keel Point
Regions Bank
Morgan Stanley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberly Key to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwa Asset Management Group
Naples, FL
Naples, FL
Nashville, TN
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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