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Building 2KEYSTONE ASSET MANAGEMENT, INC.

Map pinMCLEAN, VA
Phone703-734-3400
NotebookSEC #801-62685
Total AUM
$261M
Employees
5
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1430 SPRING HILL RD
STE 425
MCLEAN
VA 22102
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
703-734-3400

ReceiptFinancials

Total AUM
$261M
Accounts
134
Discretionary
$241M
Accounts
130
Non-Discretionary
$20M
Accounts
4

ContactClients

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Individual Clients
39
AUM
$21M
HNW Individual Clients
89
AUM
$224M
Pension/Profit Sharing Plan Clients
2
AUM
$13M
Charitable Organization Clients
4
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDTXVA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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