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KEYSTONE FINANCIAL GROUP, LLC

Tel: 859-317-8316
527 Wellington Way, Ste 225
Lexington, Kentucky  40503

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KEYSTONE FINANCIAL GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC is a Lexington, Kentucky based financial advisory firm with nearly $1,509,725,992 in assets under management and provides investment advisory services for 5260 clients. There are currently 45 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

170201

SEC#:

801-79274

No. of Clients:

5260

Assets under Management

$1,509,725,992

No. of Advisors:

45

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