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Richard A. Flora

@Key Client Fiduciary Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$226.861MTotal holdings189
Assets growth rate1.53%Assets growth rate (2-Q avg)6.29%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Client Fiduciary Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Key Client Fiduciary Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 226.861M in assets, with a quarterly growth rate of 1.53% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Richard A. Flora, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MLPXGlobal X Fds
Recent Activity
New Position
1.14%
$2.571M
42,460 shares@ $60.57 avg price
PVALPutnam Etf Trust
Recent Activity
New Position
0.15%
$332,966
8,970 shares@ $37.12 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.14%
$314,817
1,087 shares@ $289.63 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.14%
$303,822
5,389 shares@ $56.38 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
0.1%
$207,591
1,927 shares@ $107.73 avg price
SOFISofi Technologies Inc
Recent Activity
New Position
0.09%
$194,764
12,647 shares@ $15.41 avg price