KEYSTONE ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 2004

Total AUM

$261M

Discretionary

$241M

92% of AUM

Avg account

$1.9M

Accounts

134

Employees

5

Advisory reps

1

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 1

DONNA PATTERSON
Certified Financial PlannerCRD 1556379

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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

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