KEYSTATE ADVISORY, LLC

RIASEC RegisteredEst. 2011

Total AUM

$16.6B

Discretionary

$11.3B

68% of AUM

Avg account

$207M

Accounts

80

Employees

8

Advisory reps

10

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 156226
Registered since: January 19, 2011
Website: www.key-state.com
Custodians: PRINCIPAL SECURITIES, INC., BANKERS' BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions99.41%
Insurance Companies0.59%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Keystate Advisory, LLC is an SEC-registered limited liability company that provides portfolio management services to business and institutional clients. Founded in 2011, the firm serves an institutional client base and charges either a percentage of assets under management or fixed fees. Keystate reports it is not an active ESG investor and is not classified as a multi-state adviser, and it does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds49%
State & Local Bonds48%
Cash & Cash Equivalents2%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

JOSHUA MILLER
Chief Executive OfficerCRD 5878557

Contacts

3 of 9

LARRY WOOD
Executuive Vice PresidentCRD 5193775
Brian Amend
Senior Vice PresidentCRD 6913613
Riley Littlefield
Senior Investment AnalystCRD 7501204

Unlock 6 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area: Las Vegas-Henderson, NV
Region: West
County: CLARK
Address: 3883 Howard Hughes Pkwy
Time zone: PT (UTC-8)
Office locations

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