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- Custodian
- Brown Brothers · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
About Keystone Advisory Group
Keystone Advisory Group (The Monroe Team, Inc.) is an RIA focused on U.S. Federal employees—especially FERS participants—seeking to optimize benefits and build retirement-ready investment plans. Its proprietary Key 2 Retire Formula and related educational toolkits emphasize planning, preparation, and long-term execution, typically implemented with asset-allocation portfolios using ETFs and mutual funds; custody includes Charles Schwab & Co.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
KELLY LISA MONROE
Chief Compliance Officer, Director of Strategy, President
- CRD
- #5137582
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AUBRIANA ROSE VILLAGRANA
--
- CRD
- #6013019
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,778,058 | $220,690 |
| Non-Discretionary | $0 | $3,000,000 |
| Total | $67,778,058 | $239,726 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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