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KEYSTONE PRIVATE WEALTH
PALM DESERT, CA
(760) 818-7020
SEC #801-121495Total AUM
$860.7M
Employees
11Clients
637Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
73575 EL PASEO
SUITE 2300
PALM DESERT
CA 92260
United States
SUITE 2300
PALM DESERT
CA 92260
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(760) 818-7020
Other Offices
1
Financials
Total AUM
$860.7M
Accounts
1,542Discretionary
$804.3M
Accounts
1,477Non-Discretionary
$56.4M
Accounts
65
Clients
Individual Clients
285AUM
$84.3M
HNW Individual Clients
246AUM
$666.8M
Pension/Profit Sharing Plan Clients
1AUM
$3M
Charitable Organization Clients
1AUM
$1.2M
Corporation or Business Clients
104AUM
$105.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDILLAMNNVORSCTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.