KEYSTONE FINANCIAL SERVICES, LLC
CRD #308397 SEC #801-120787 OMAHA, NE (402) 392-1212
SEC Registered
Total AUM
$192.8M
Discretionary
$192.8M
Employees
9
Clients
26
Accounts
1,530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $192.8M | $192.8M | $0 | 9 | 0 |
| Jan 2025 | $164.9M | $164.9M | $0 | 9 | 0 |
| May 2024 | $164.9M | $164.9M | $0 | 9 | 0 |
| Mar 2024 | $164.9M | $164.9M | $0 | 9 | 0 |
| Sep 2023 | $133M | $133M | $0 | 7 | 0 |
| Mar 2023 | $133M | $133M | $0 | 7 | 0 |
| Dec 2022 | $130.6M | $130.6M | $0 | 7 | 0 |
| Jul 2022 | $130.6M | $130.6M | $0 | 7 | 0 |
| Mar 2022 | $130.6M | $130.6M | $0 | 7 | 0 |
| Mar 2021 | $107.3M | $104.2M | $3.1M | 6 | 0 |
DateMar 2025
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2025
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$107.3M
Discretionary$104.2M
Non-Disc.$3.1M
Employees6
Clients0