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Building 2KEYSTONE FINANCIAL SERVICES

Map pinLOVELAND, CO
Phone970-744-5408
NotebookSEC #801-119534
Total AUM
$379.2M
Employees
4
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4090 CLYDESDALE PKWY
SUITE 201
LOVELAND
CO 80538
United States
Operating Hours
8AM-5P (M-TH)
FRIDAY 8AM-2P
Phone
970-744-5408
Other Offices
1

ReceiptFinancials

Total AUM
$379.2M
Accounts
1,025
Discretionary
$379.2M
Accounts
1,025
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$69.7M
HNW Individual Clients
136
AUM
$309.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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