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Keystone Financial Group, LLC

● SEC registered since 2014CRD 170201SEC# 801-79274Lexington, KY
Export (members)
Reg. AUM
$1.86B
Employees
44
Accounts
6,153
Location
Lexington, KY

Keystone Financial Group, LLC assets under management

Keystone Financial Group, LLC is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 2014. It reports $1.9 billion in regulatory assets under management and employs 44 people.
www.facebook.com/keystone-financial-group-412478585480311/?fref=tsView on SEC.gov ↗

Keystone Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Michael William Kretz ControlPartner25-50%2013
Timothy S Jenkins ControlPartner25-50%2013
Tobin Ray Jenkins ControlPartner And Chief Compliance Officer25-50%2013

Frequently asked questions

How much does Keystone Financial Group, LLC manage?

Keystone Financial Group, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Keystone Financial Group, LLC have?

Keystone Financial Group, LLC reports 44 employees.

Where is Keystone Financial Group, LLC located?

Keystone Financial Group, LLC is based in Lexington, KY and has been SEC-registered since 2014.

Does Keystone Financial Group, LLC disclose fund performance?

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

Contact & registration

Address527 Wellington Way, Ste 225, Lexington, KY 40503
Phone859-317-8316
Fax859-317-8326
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.84B
Non-discretionary$17.8M
Total (RAUM)$1.86B