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Building 2KEYSTATE ADVISORY, LLC

Map pinLAS VEGAS, NV
Phone702-598-3738
NotebookSEC #801-72123
Total AUM
$16.6B
Employees
8
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3883 HOWARD HUGHES PKWY
SUITE 500
LAS VEGAS
NV 89169
United States
Operating Hours
7 AM TO 4:30 PM PDT
Monday - Friday
Phone
702-598-3738
Other Offices
1

ReceiptFinancials

Total AUM
$16.6B
Accounts
80
Discretionary
$11.3B
Accounts
65
Non-Discretionary
$5.3B
Accounts
15

ContactClients

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Banking Clients
58
AUM
$16.5B
Insurance Company Clients
22
AUM
$97.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DENV

HandshakeAffiliates

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

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