Keystone Financial Planning is an investment advisor in Middleburg Heights with $336.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341521921
SEC advisor number
801-30218
FINRA CRD number
104640
AUM ?
$351.18 mm
(as of 8 Mar 24)
Accounts
434
(as of 8 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Keystone Financial Planning
7261 ENGLE RD, #308
CLEVELAND
OH 44130
7261 ENGLE RD, #308
CLEVELAND
OH 44130
Phone
440-234-6323
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22