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Building 2KEYSTONE FINANCIAL GROUP, LLC

Map pinLEXINGTON, KY
Phone859-317-8316
NotebookSEC #801-79274
Total AUM
$2.3B
Employees
49
Clients
6,628

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
527 WELLINGTON WAY, STE 225
LEXINGTON
KY 40503
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
859-317-8316
Other Offices
8

ReceiptFinancials

Total AUM
$2.3B
Accounts
6,628
Discretionary
$2.3B
Accounts
6,522
Non-Discretionary
$21.2M
Accounts
106

ContactClients

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Individual Clients
6,138
AUM
$1.1B
HNW Individual Clients
464
AUM
$1.2B
Charitable Organization Clients
13
AUM
$5.3M
Corporation or Business Clients
13
AUM
$30.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILINKSKYMDNCNJOHPASCTNTXVAVIWAWV

HandshakeAffiliates

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

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