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 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
-
Total Number of Accounts216ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Keystone Advisory Group
1
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 (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.
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