Keystone Advisory Group

Keystone Advisory Group (CRD# 168574) is a financial advisory firm headquartered in Hollister, CA. They manage $58,943,923 in 216 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2440 Bert Drive, Building 200, Suite 204, Hollister, CA 95023
http://www.thekey2retire.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $272,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WI

Financial Advisors at Keystone Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Kelly Monroe, financial advisor Hollister CA
Kelly L. Monroe
CRD#: 5137582
2440 Bert Drive, Building 200, Suite 204, Hollister, CA 95023

Kelly Monroe (CRD# 5137582) is an Investment Advisor Representative working at Keystone Advisory Group in Hollister, CA and has over 17 years of experience in the finance industry.

2
Aubriana Villagrana, financial advisor Hollister CA
Aubriana R. Villagrana
CRD#: 6013019
2440 Bert Drive, Building 200, Suite 204, Hollister, CA 95023

Aubriana Villagrana (CRD# 6013019) is an Investment Advisor Representative working at Keystone Advisory Group in Hollister, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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