Aubriana Villagrana is a registered investment advisor at Keystone Advisory Group, based in Hollister, CA, with 11 years of industry experience. Aubriana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 121 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Advisory Group offers investment management through wrapped accounts only. Please refer to the Wrap Fee Program Brochure for more information about the fees for this service.
Location
2440 Bert Drive, Building 200, Suite 204, Hollister, CA, 95023
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aubriana creates online instructional videos for hair care and moderates a federal employee benefits training program. Each activity takes about 10-20% of Aubriana's time and is not investment-related.
Employment History
Current Registrations
Keystone Advisory Group
State Registrations2 states
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