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Building 2KEYSTONE FINANCIAL PLANNING

Map pinMACUNGIE, PA
Phone610-965-4537
NotebookSEC #801-70063
Total AUM
$31.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 EAST MAIN STREET
MACUNGIE
PA 18062
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
610-965-4537

ReceiptFinancials

Total AUM
$31.4M
Accounts
130
Discretionary
$31.4M
Accounts
130
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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

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