Investment adviser · CRD 168574

KEYSTONE ADVISORY GROUP

Investment adviser filing (IA)

THE MONROE TEAM, INC

BURLINGAME, CA, United States · Form ADV filed Nov 8, 2013

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
146
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 8, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1633 BAYSHORE HIGHWAY, SUITE 150
BURLINGAME, CA, 94010, United States

CRD 168574

Filing source

Form ADV 765688 · Nov 8, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.