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Building 2KEYSTONE WEALTH ADVISORS, INCORPORATED

Map pinMINNEAPOLIS, MN
Phone612-465-8118
NotebookSEC #801-71355
Total AUM
$191.4M
Employees
3
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 SOUTH FIFTH STREET
SUITE 3100
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:30 AM - 3:00 PM
Monday - Friday
Phone
612-465-8118
Other Offices
3

ReceiptFinancials

Total AUM
$191.4M
Accounts
64
Discretionary
$0
Accounts
0
Non-Discretionary
$191.4M
Accounts
64

ContactClients

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Individual Clients
31
AUM
$34.6M
HNW Individual Clients
33
AUM
$156.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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