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KEYSTONE NATIONAL GROUP, LLC
CRD 142885 · SEC 801-67537
60 E. SOUTH TEMPLE, SUITE 2100, SALT LAKE CITY, UT, 84111, United States
Phone
925-480-6050
Fax
925-480-6060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.50B
Discretionary AUM
$2.50B
Team
42 total employees; 40 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.95B |
| Pooled investment vehicles | 12 | $554.3M |
States served
UT
All web addresses on file
Official SEC filing: View on IAPD