Keymark Financial
Firm details
- Headquarters
- Rolling Hills Estates, California
- CRD number
- 288302
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.7%
- Individuals31.65%
- Charitable Organizations1.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Keymark Financial operates as an independent registered investment adviser controlled by an individual owner. The firm serves both individual/family clients and some institutional relationships, offering financial planning and portfolio management specifically tailored to individuals and small businesses. Its billing model is mixed: percentage-of-AUM fees along with hourly and fixed-fee engagements. Keymark does not identify as an active ESG investor, and it is not designated as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Mark Boujikian
FounderCRD 5971620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rolling Hills Estates, CA
Los Angeles
Location
Rolling Hills Estates, CA
Headquartered in Rolling Hills Estates, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 500 Silver Spur Rd
- Time zone
- PT (UTC-8)
- Office locations
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