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KEYSTONE WEALTH ADVISORS, INCORPORATED
150 South Fifth Street
Suite 3100
Minneapolis, Minnesota 55402
Tel: 612-465-8118
About KEYSTONE WEALTH ADVISORS, INCORPORATED
KEYSTONE WEALTH ADVISORS, INCORPORATED, formally registered with the SEC as KEYSTONE WEALTH ADVISORS, INCORPORATED. The firm was established in 04/30/2010. They have over 4 offices throughout the country.
KEYSTONE WEALTH ADVISORS, INCORPORATED is a Minneapolis, Minnesota based Financial Planning firm with nearly $147,837,321 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153418 |
| SEC# | 801-71355 |
| Assets Managed by Firm | $147,837,321 |
| No. of Clients | 71 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 71 | $147,837,321 |
| Individuals (other than high net worth individuals) | 20 | $8,836,602 |
| High net worth individuals | 51 | $139,000,719 |
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