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Keymark Financial

Keymark Financial. CRD 288302

K

CRD: 288302

Keymark Financial

Rolling Hills Estates, CA, 90275
3107506248
www.keymarkfinancial.net
$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
3 Employees
168 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VectorTimber oak
Established Date
05-03-2017
Office Locations
1

Office Locations

500 Silver Spur Suite 203 Rolling Hills Estates CA

About Keymark Financial

Keymark Financial (CA) is a fiduciary RIA led by CFP Mark Boujikian providing customized financial planning and investment management, with a focus on cash flow, tax and portfolio optimization for clients accumulating or drawing down wealth. Offers flexible engagement models (hourly/project, fixed retainer with unlimited CFP access and optional portfolio management, and an "unlimited CFO" service for $500k+ portfolios). Custody includes Schwab; portfolios commonly use ETFs and public funds.

Team overview

-- AVG AGE
$40.5M AVG AUM / ADVISOR
$241.0K AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Fusion

Custodian

Atlas Quantum

Investment Themes

Insight meridian Focus peak Insight

Investment Vehicles

Element

Services

Vector Optima Momentum matrix Oak Pioneer Oak Focus capital Vertex ember Pathway

Technology

Meridian catalyst Ridge quantum

Owner & Executives

MARK ANTHONY BOUJIKIAN JR.

MARK ANTHONY BOUJIKIAN JR.

Certified Financial Planner, Chief Compliance Officer, President

CRD
#5971620
Ownership
75% or more
(854) 613-1271
oak.crest@radialcapital.com
in linkedin.com/in/vector-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $40,485,182 --
Non-Discretionary $0 --
Total $40,485,182 --

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Separately Managed Accounts

Total SMA Asset: $40,485,182

$40.5M Total SMA
Equity - Exchange:
42.2%
Public Funds:
20.0%
Cash:
37.8%
Asset class Assets Assets %
Equity - Exchange $1,844,264,751 42.2%
Public Funds $874,059,124 20.0%
Cash $1,651,971,744 37.8%
Total $4,370,295,619 100.0%

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