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THE MONROE TEAM, INC
THE MONROE TEAM, INC
KEYSTONE ADVISORY GROUP
BURLINGAME, California
·
1 registered advisor
·
CRD# 168574
SEC# 801-78478
650-262-0130
01
Firm Overview
AUM
$35M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE MONROE TEAM, INC
1 registered advisor
Kelly Lisa Monroe
BURLINGAME, California
CRD# 5137582
05
Office Locations
BURLINGAME, California
1 advisor
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Data sourced from SEC Form ADV filings. THE MONROE TEAM, INC (CRD# 168574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.