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Building 2KEYSTONE FINANCIAL SERVICES, LLC

Map pinOMAHA, NE
Phone(402) 392-1212
NotebookSEC #801-120787
Total AUM
$240.3M
Employees
11
Clients
1,044

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9802 NICHOLAS STREET
SUITE 315A
OMAHA
NE 68114
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
(402) 392-1212

ReceiptFinancials

Total AUM
$240.3M
Accounts
1,695
Discretionary
$240.3M
Accounts
1,695
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
998
AUM
$177.5M
HNW Individual Clients
30
AUM
$51.3M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
15
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAKSLAMNNENYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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