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Keystate Advisory, LLC

● SEC registered since 2011CRD 156226SEC# 801-72123Las Vegas, NV
Export (members)
Reg. AUM
$18.15B
Employees
8
Accounts
82
Location
Las Vegas, NV

Keystate Advisory, LLC assets under management

Keystate Advisory, LLC operates as an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2011. It reports $18.2 billion in regulatory assets under management and employs 8 people.
www.key-state.com/investment-subsidiary-portfolio-managementView on SEC.gov ↗

Keystate Advisory, LLC owners & executives

15 reported
NameTitleOwnershipSince
Ivan Shawn FarrisSenior Vice PresidentUnder 5%2011
Joshua Cael Miller ControlChief Compliance Officer & CeoUnder 5%2011
Keystate Holdings, LLC ControlManaging MemberOver 75%2011
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Frequently asked questions

How much does Keystate Advisory, LLC manage?

Keystate Advisory, LLC reports $18.2 billion in regulatory assets under management on its Form ADV.

How many employees does Keystate Advisory, LLC have?

Keystate Advisory, LLC reports 8 employees.

Where is Keystate Advisory, LLC located?

Keystate Advisory, LLC is based in Las Vegas, NV and has been SEC-registered since 2011.

Does Keystate Advisory, LLC disclose fund performance?

Keystate Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169
Phone702-598-3738
Fax702-446-0466
Office hours7 a.m. To 4:30 p.m. Pdt
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$10.84B
Non-discretionary$7.31B
Total (RAUM)$18.15B