← Back to searchVisit website
KEYSTONE INVESTMENT ADVISORS, LLC
CRD 150622
10521 PERRY HIGHWAY, SUITE 310, WEXFORD, PA, 15090, United States
Phone
412-217-6241
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.5M
Discretionary AUM
$66.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $6.6M |
| High net worth individuals | 21 | $59.9M |
All web addresses on file
Official SEC filing: View on IAPD