Keystone Advisory Group

Keystone Advisory Group (CRD# 168574) is a financial advisory firm headquartered in Burlingame, CA. They manage $48,800,000 in 203 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $240,394
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 L. Monroe
CRD#: 5137582
1633 Bayshore Highway, Suite 150, Burlingame, CA 94010
93
Wealthminder
score

Kelly Monroe (CRD# 5137582) is an Investment Advisor Representative working at Keystone Advisory Group in Burlingame, CA and has over 10 years of experience in the finance industry.

2
Aubriana R. Simbirdi
CRD#: 6013019
1633 Bayshore Highway, Suite 150, Burlingame, CA 94010
88
Wealthminder
score

Aubriana Simbirdi (CRD# 6013019) is an Investment Advisor Representative working at Keystone Advisory Group in Burlingame, CA and has over 2 years of experience in the finance industry.

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