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Keystone National Group
Keystone National Group is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2007. The firm manages approximately $2.5 billion in...
Overview
Keystone National Group is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2007. The firm manages approximately $2.5 billion in regulatory assets. It has 42 employees and 40 investment advisers.
General information
Firm type
Generalist
Year founded
2006
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Salt Lake City, UT, United States
Frequently asked questions
Who runs investment decisions at Keystone National Group?
The firm has not disclosed its key investment professionals, chief investment officer, or founding partners on its public website or through public regulatory filings. This limits an outside allocator's ability to evaluate the team's track record, tenure, and decision-making governance without engaging the firm directly for a manager meeting.
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