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Building 2KEYSTONE WEALTH PARTNERS LLC

Map pinCHANDLER, AZ
Phone(480) 782-1034
NotebookSEC #801-113378
Total AUM
$644.3M
Employees
32
Clients
1,183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2701 W QUEEN CREEK RD
STE #3
CHANDLER
AZ 85248
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
(480) 782-1034
Other Offices
3

ReceiptFinancials

Total AUM
$644.3M
Accounts
3,407
Discretionary
$644.3M
Accounts
3,407
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,057
AUM
$407.6M
HNW Individual Clients
126
AUM
$236.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMNNDSDTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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