Overview
Assets Under Management: $193 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 10
Average Client Assets: $3 million
Frequently Asked Questions
KEYSTONE FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308397), KEYSTONE FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
KEYSTONE FINANCIAL SERVICES, LLC is headquartered in OMAHA, NE.
KEYSTONE FINANCIAL SERVICES, LLC serves 10 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, KEYSTONE FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KEYSTONE FINANCIAL SERVICES, LLC manages $193 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, KEYSTONE FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,530
Discretionary Accounts: 1,530
Regulatory Filings
CRD Number: 308397
Filing ID: 1942914
Last Filing Date: 2025-03-27 08:50:00
Website: https://advisorassist.com