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| Keystone Wealth Advisors Incorporated
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| |
|---|---|
| CRD # | 153418 |
| SEC # | 801-71355 |
| CIK # | |
| AUM | $147.8 MM (2024-06-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 612-465-8118 |
| Address | 150 South Fifth Street Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 8.8 |
| (b) Individuals (high net worth individuals) | 51 | 139.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 147.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 71 | 147.8 |
| Total | 71 | 147.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.8 | |
| Total | 71 | 147.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wharton Wealth Management LLC
✚
|
PA | 0.1 |
|
Williams Wealth Management Group Inc
✚
|
FL | 0.1 |
|
Castleton Partners LLC
✚
|
NY | 0.1 |
|
Guardsman Private Capital Management Inc
✚
|
FL | 0.1 |
|
Phase III Advisory Services Ltd
✚
|
IL | 0.1 |
|
HBA Advisors LLC
✚
|
CA | 0.1 |
|
Virtue Asset Management LLC
✚
|
IL | 0.1 |
|
Togwotee CIO LLC
✚
|
CA | 0.1 |
|
Live Oak Family Offices LLC
✚
|
FL | 0.1 |
|
Integrity Advisory Solutions LLC
✚
|
NC | 0.1 |