RIA IntelAdvisersPennsylvaniaKEJ FINANCIAL ADVISORS, LLC

KEJ FINANCIAL ADVISORS, LLC

Advisory

PA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in PA
#910
of 1,528 advisers by AUM
Average account
$734K
across 112 accounts
AUM per adviser
$82M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$82M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$82M
Discretionary AUM$0
Non-Discretionary AUM$82M
Discretionary %0%
Total Clients39
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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VISION WEALTH ADVISORS, LLC
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BUCKLEY MUETHING CAPITAL MANAGEMENT CO
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