CRD: 130101
Keystone Asset Management, Inc.
$261.0M Total AUM
$241.0M Disc. AUM
-- 3Y CAGR
5 Employees
268 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2003
- Office Locations
- 1
Office Locations
1430 Spring Hill RD STE 425 Mclean VA
About Keystone Asset Management, Inc.
Keystone Asset Management, Inc. is a Mclean-based RIA. The firm has been operating for 22 years. Managing $261.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$130.5M AVG AUM / ADVISOR
$973.9K AVG AUM / CLIENT
22.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONNA JEAN PATTERSON
Chief Compliance Officer, Financial Professional, President
- CRD
- #1556379
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,000,000 | $1,853,846 |
| Non-Discretionary | $20,000,000 | $5,000,000 |
| Total | $261,000,000 | $1,947,761 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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