RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 8, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MONROE, KELLY, LISAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 8, 2013 REGISTERED

Notice Filings (1)

CA

Address

1633 BAYSHORE HIGHWAY
SUITE 150
BURLINGAME, CA 94010
United States
Phone: 650-262-0130