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KEYSTONE ADVISORY GROUP
THE MONROE TEAM, INC
CRD 168574 · SEC 801-78478
2440 BERT DRIVE, BUILDING 200, SUITE 204, HOLLISTER, CA, 95023, United States
Phone
650-262-0130
Fax
888-399-7801
Registration
— (—)
Source
State registered
Total AUM
$67.8M
Discretionary AUM
$67.8M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $35.3M |
| High net worth individuals | 21 | $32.5M |
All web addresses on file
Official SEC filing: View on IAPD