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KEYSTONE FINANCIAL CONSULTANTS, INC.

KEYSTONE FINANCIAL CONSULTANTS, INC

CRD 126704

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$41.7M

Discretionary AUM

$41.7M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; CONSULTATION FEES

Org form

Corporation

Filing date

2022-03-30

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)ADVISORY CONSULTATIONS

Client types

TypeClientsAUM
Individuals24$18.4M
High net worth individuals12$23.3M

Official SEC filing: View on IAPD