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Building 2KEYSTONE NATIONAL GROUP, LLC

Map pinSALT LAKE CITY, UT
Phone925-480-6050
NotebookSEC #801-67537
Total AUM
$2.5B
Employees
42
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 E. SOUTH TEMPLE
SUITE 2100
SALT LAKE CITY
UT 84111
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
925-480-6050
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
13
Discretionary
$2.5B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$1.9B
Pooled Vehicle Clients
12
AUM
$554.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.

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