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Home > Retirement Planners > california > palm desert > KEYSTONE PRIVATE WEALTH
KEYSTONE PRIVATE WEALTH
73575 El Paseo
Suite 2300
Palm Desert, California 92260
Tel: (760) 818-7020
About KEYSTONE PRIVATE WEALTH
KEYSTONE PRIVATE WEALTH, formally registered with the SEC as KEYSTONE PRIVATE WEALTH. The firm was established in 06/22/2021. They have over 2 offices throughout the country.
KEYSTONE PRIVATE WEALTH is a Palm Desert, California based Financial Planning firm with nearly $692,123,348 assets under management, offering retirement planning & investment advisory services to 1308 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301924 |
| SEC# | 801-121495 |
| Assets Managed by Firm | $692,123,348 |
| No. of Clients | 1308 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1308 | $692,123,348 |
| Individuals (other than high net worth individuals) | 252 | $72,771,287 |
| High net worth individuals | 241 | $552,664,907 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,378,298 |
| Charitable organizations | Fewer than 5 clients | $1,227,383 |
| Corporations or other businesses | 42 | $62,081,473 |
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