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KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101 · SEC 801-62685
1430 SPRING HILL RD, STE 425, MCLEAN, VA, 22102, United States
Phone
703-734-3400
Fax
703-734-3410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.0M
Discretionary AUM
$241.0M
Team
5 total employees; 2 advisory reps; 134 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2024-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $21.0M |
| High net worth individuals | 89 | $224.0M |
| Pension/profit sharing plans | 2 | $13.0M |
| Charitable organizations | 4 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD