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Home > Retirement Planners > utah > salt lake city > KEYSTONE NATIONAL GROUP, LLC
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple
Suite 2100
Salt Lake City, Utah 84111
Tel: 925-480-6050
About KEYSTONE NATIONAL GROUP, LLC
KEYSTONE NATIONAL GROUP, LLC, formally registered with the SEC as KEYSTONE NATIONAL GROUP, LLC. The firm was established in 02/08/2007. They have over 2 offices throughout the country.
KEYSTONE NATIONAL GROUP, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $2,130,000,279 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142885 |
| SEC# | 801-67537 |
| Assets Managed by Firm | $2,130,000,279 |
| No. of Clients | 15 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $2,130,000,279 |
| Corporations or other businesses | 3 | $177,922,734 |
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