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Building 2KEYSTONE FINANCIAL PLANNING, INC

Map pinWESTLAKE, OH
Phone440-234-6323
NotebookSEC #801-30218
Total AUM
$406.9M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1991 CROCKER ROAD
SUITE 204
WESTLAKE
OH 44145
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
440-234-6323

ReceiptFinancials

Total AUM
$406.9M
Accounts
448
Discretionary
$406.9M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$17.2M
HNW Individual Clients
74
AUM
$389.7M

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
FLOHTX

HandshakeAffiliates

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

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