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Key Investment Team (Encino)


Key Investment Team is an adviser based in Encino. It manages $43.34 million of regulatory assets for 379 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Key Investment Team provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Key Investment Team: assets under management

The assets under management (AUM) of Key Investment Team is $43.34 million. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.41 million in discretionary accounts and $2.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Key Investment Team for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Encino

The principal office where Key Investment Team performs its advisory services is located at 16830 Ventura Blvd, Encino, CA 91436, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-205-1013 or by fax 818-205-1017. The normal business hours are 6:00 am to 2:00 pm on Monday - Friday. You can find more information about the New York firm at www.rvinvestmentgroup.com.


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