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KEYSTONE FINANCIAL GROUP, LLC

527 Wellington Way, Ste 225
Lexington, Kentucky 40503
Tel: 859-317-8316

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About KEYSTONE FINANCIAL GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC, formally registered with the SEC as KEYSTONE FINANCIAL GROUP, LLC. The firm was established in 02/26/2014. They have over 10 offices throughout the country.

KEYSTONE FINANCIAL GROUP, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $1,509,725,992 assets under management, offering retirement planning & investment advisory services to 5260 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170201
SEC#801-79274
Assets Managed by Firm$1,509,725,992
No. of Clients5260
No. of Advisors45

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total5260$1,509,725,992
Individuals (other than high net worth individuals)4979$804,197,244
High net worth individuals255$685,892,469
Charitable organizations13$3,440,022
Corporations or other businesses13$16,196,257

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