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Home > Retirement Planners > virginia > mclean > KEYSTONE ASSET MANAGEMENT, INC.
KEYSTONE ASSET MANAGEMENT, INC.
1430 Spring Hill Rd
Ste 425
Mclean, Virginia 22102
Tel: 703-734-3400
About KEYSTONE ASSET MANAGEMENT, INC.
KEYSTONE ASSET MANAGEMENT, INC, formally registered with the SEC as KEYSTONE ASSET MANAGEMENT, INC. The firm was established in 01/15/2004. They have over 1 offices throughout the country.
KEYSTONE ASSET MANAGEMENT, INC. is a Mclean, Virginia based Financial Planning firm with nearly $261,000,000 assets under management, offering retirement planning & investment advisory services to 134 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130101 |
| SEC# | 801-62685 |
| Assets Managed by Firm | $261,000,000 |
| No. of Clients | 134 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 134 | $261,000,000 |
| Individuals (other than high net worth individuals) | 39 | $21,000,000 |
| High net worth individuals | 89 | $224,000,000 |
| Pension and profit sharing plans | 2 | $13,000,000 |
| Charitable organizations | 4 | $3,000,000 |
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