KEYSTONE ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- MCLEAN, Virginia
- CRD number
- 130101
- Registered since
- January 15, 2004
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.82%
- Individuals8.05%
- Pension & Profit Sharing Plans4.98%
- Charitable Organizations1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Keystone Asset Management, Inc. is an independent registered investment advisor that provides a range of financial services to both individual and institutional clients. Founded in 2004, the firm specializes in financial planning and portfolio management. Keystone focuses on delivering tailored investment strategies that align with the specific needs and goals of its clients. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how clients are billed for services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities59%
- Exchange Traded Equities18%
- US Government Bonds10%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds6%
Contacts
1 of 1DONNA PATTERSON
Certified Financial PlannerCRD 1556379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MCLEAN, VA
FAIRFAX
Location
MCLEAN, VA
Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 1430 Spring Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ARGO WEALTH ADVISORY, LLC
RIAMCLEAN, VA
CAPITOL FINANCIAL CONSULTANTS, INC.
RIAMCLEAN, VA
SANCHEZ & ZURES, LLC
RIAMCLEAN, VA
ALPHA FINANCIAL ADVISORS, LLC
RIAMCLEAN, VA
CHESAPEAKE INVESTMENT MANAGEMENT LLC
RIAMCLEAN, VA
4J WEALTH MANAGEMENT, LLC
RIAMCLEAN, VA