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| Keystone Financial Services LLC
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|
|---|---|
| CRD # | 308397 |
| SEC # | 801-120787 |
| CIK # | 0001865158 |
| AUM | $133.0 MM (2023-03-23) |
| Employees | 7 (86% Investors, 71% Brokers) |
| Phone | 402-392-1212 |
| Address | 9802 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 1.4 | |
| ORCL | 182,760.6 | 1.1 | |
| JPM | 340,169.2 | 1.0 | |
| BKNG | 74,682.6 | 0.9 | |
| AAPL | 2,382,844.0 | 0.8 | |
| CMCSA | 175,303.0 | 0.8 | |
| ENB | 86,202.3 | 0.7 | |
| PM | 158,793.3 | 0.7 | |
| MSFT | 1,918,222.4 | 0.7 | |
| BDX | 69,706.9 | 0.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 800 | 83.6 |
| (b) Individuals (high net worth individuals) | 40 | 48.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,440 | 133.0 |
| By Discretionary | ||
| Discretionary | 1,440 | 133.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,440 | 133.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.0 | |
| Total | 1,440 | 133.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001865158] |
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