1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KEYSTONE CAPITAL CORPORATION

Map pinSAN DIEGO, CA
Phone858-348-4405
NotebookSEC #801-78249
Total AUM
$12.5M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12230 EL CAMINO REAL
SUITE 230
SAN DIEGO
CA 92130
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
858-348-4405

ReceiptFinancials

Total AUM
$12.5M
Accounts
143
Discretionary
$8.5M
Accounts
99
Non-Discretionary
$4M
Accounts
44

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SOLICITATION ON BEHALF OF THIRD PARTY MANAGERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS MANAGED BY OTHERS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAMAMINCNHNYOHOKORPASCTXUTVAVIWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account