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KEY CONCERNS INC
CRD 124598
440 EUREKA, SUITE B, WYANDOTTE, MI, 48192, United States
Phone
734-692-9282
Fax
734-692-9226
Registration
— (—)
Source
State registered
Total AUM
$21.9M
Discretionary AUM
$21.9M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $15.4M |
| High net worth individuals | 5 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD