THE MONROE TEAM, INC
Legal name: KEYSTONE ADVISORY GROUP
CRD #168574 SEC #801-78478 BURLINGAME, CA 650-262-0130
SEC Registered
Total AUM
$35M
Discretionary
$32M
Employees
3
Clients
0
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2013 | $35M | $32M | $3M | 3 | 0 |
| Nov 2013 | $35M | $32M | $3M | 3 | 0 |
| Nov 2013 | $35M | $32M | $3M | 3 | 0 |
| Oct 2013 | $35M | $32M | $3M | 1 | 0 |
| Sep 2013 | $0 | $0 | $0 | 1 | 0 |
| Sep 2013 | $0 | $0 | $0 | 1 | 0 |
| Aug 2013 | $0 | $0 | $0 | 1 | 0 |
DateNov 2013
Total AUM$35M
Discretionary$32M
Non-Disc.$3M
Employees3
Clients0
DateNov 2013
Total AUM$35M
Discretionary$32M
Non-Disc.$3M
Employees3
Clients0
DateNov 2013
Total AUM$35M
Discretionary$32M
Non-Disc.$3M
Employees3
Clients0
DateOct 2013
Total AUM$35M
Discretionary$32M
Non-Disc.$3M
Employees1
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0