Keystone Capital Advisors LLC
Firm details
- Headquarters
- Auburn, Massachusetts
- CRD number
- 340958
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Keystone Capital Advisors LLC is organized as a limited liability company that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. Its stated fee models include both a percentage-of-assets-under-management component and fixed-fee arrangements. The firm is not identified as an institutional capital allocator, does not characterize itself as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The profile also records an industry affiliation as a real estate broker.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1James Black
Chief Compliance OfficerCRD 5279165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Auburn, MA
Worcester
Location
Auburn, MA
Headquartered in Auburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 101 Auburn St
- Time zone
- ET (UTC-5)
- Office locations
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