KEYSTONE FINANCIAL SERVICES
CRD #310623 SEC #801-119534 LOVELAND, CO 970-744-5408
SEC Registered
Total AUM
$305.7M
Discretionary
$305.7M
Employees
3
Clients
0
Accounts
999
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $305.7M | $305.7M | $0 | 3 | 111 |
| Apr 2025 | $305.7M | $305.7M | $0 | 2 | 111 |
| Apr 2025 | $305.7M | $305.7M | $0 | 2 | 111 |
| Mar 2025 | $305.7M | $305.7M | $0 | 2 | 111 |
| Nov 2024 | $249.5M | $249.5M | $0 | 2 | 81 |
| Oct 2024 | $249.5M | $249.5M | $0 | 2 | 81 |
| Mar 2024 | $249.5M | $249.5M | $0 | 2 | 81 |
| Oct 2023 | $207.9M | $207.9M | $0 | 3 | 64 |
| Oct 2023 | $207.9M | $207.9M | $0 | 3 | 64 |
| Feb 2023 | $207.9M | $207.9M | $0 | 3 | 64 |
| Aug 2022 | $218.6M | $218.6M | $0 | 4 | 0 |
| May 2022 | $218.6M | $218.6M | $0 | 4 | 0 |
| Feb 2022 | $218.6M | $218.6M | $0 | 4 | 0 |
| Sep 2021 | $197.6M | $197.6M | $0 | 3 | 0 |
| Sep 2021 | $197.6M | $197.6M | $0 | 3 | 0 |
| Jun 2021 | $197.6M | $197.6M | $0 | 3 | 0 |
| Feb 2021 | $197.6M | $197.6M | $0 | 3 | 0 |
| Jan 2021 | $197.6M | $197.6M | $0 | 3 | 0 |
| Jan 2021 | $197.6M | $197.6M | $0 | 3 | 0 |
DateNov 2025
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees3
Clients111
DateApr 2025
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees2
Clients111
DateApr 2025
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees2
Clients111
DateMar 2025
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees2
Clients111
DateNov 2024
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees2
Clients81
DateOct 2024
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees2
Clients81
DateMar 2024
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees2
Clients81
DateOct 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees3
Clients64
DateOct 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees3
Clients64
DateFeb 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees3
Clients64
DateAug 2022
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees3
Clients0