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KEYSTONE FINANCIAL
THE KEYSTONE GROUP LLC
CRD 336237
4252 SOUTHTOWNE DRIVE , SUITE D, EAU CLAIRE, WI, 54701, United States
Phone
715-835-6022
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.2M
Discretionary AUM
$51.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $45.8M |
| High net worth individuals | 3 | $4.8M |
| Pension/profit sharing plans | 17 | $453K |
| Corporations/business entities | 2 | $146K |
All web addresses on file
Official SEC filing: View on IAPD