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Building 2KEYSTONE WEALTH MANAGEMENT

Map pinWATERLOO, IA
Phone(319) 883-3096
NotebookSEC #801-134233
Total AUM
$137.4M
Employees
2
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 HOME PLAZA
SUITE 100G
WATERLOO
IA 50701
United States
Operating Hours
M-TH - 8:30 AM - 4:30 PM; F - 8:30 AM - 3:00 PM
Monday - Friday
Phone
(319) 883-3096
Other Offices
1

ReceiptFinancials

Total AUM
$137.4M
Accounts
533
Discretionary
$120.4M
Accounts
528
Non-Discretionary
$17M
Accounts
5

ContactClients

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Individual Clients
164
AUM
$46.8M
HNW Individual Clients
43
AUM
$73.6M
Pension/Profit Sharing Plan Clients
5
AUM
$17M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IAMNTX

HandshakeAffiliates

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

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