Brian
Amend
Keystate Advisory, LLC
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About this Advisor
Brian Amend is a financial advisor based in Wilmington, Delaware, working with Keystate Advisory, LLC. Brian has previously held positions at The Keystate Companies, Wintec Arrowmaker, Inc, and the United States Marine Corps Reserve. Brian has passed the Series 65 regulatory exam and is registered to provide services in Delaware and Nevada. Currently, Brian is part of Keystate Advisory, LLC, which operates out of Wilmington, Delaware. The firm has 1 office and 8 employees. The firm manages assets totaling $17.0 billion and offers portfolio management for institutional clients. The fee structure at Keystate Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keystate Advisory, LLC Brokerage Details
$17,032,495,600
8
83
$205,210,790
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Brian Amend Work History
The Keystate Companies
United States Marine Corps Reserve
The Keystate Companies
Wintec Arrowmaker, Inc
Disclosures
Please visit the SEC profile of Brian Amend to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keystate Advisory, LLC
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Wilmington, DE
Las Vegas, NV
Wilmington, DE
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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