Keystone Wealth Management Services Inc.
Keystone Wealth Management Services Inc. (CRD# 262789) is a financial advisory firm headquartered in Glen Mills, PA. They manage $71,887,176 in 31 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Keystone Wealth Management Services Inc.
By the Numbers
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Total Assets Under Management72MILLION
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Total Number of Accounts31ACCOUNTS
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Average Account Value$2,318,941
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, PA
Financial Advisors at Keystone Wealth Management Services Inc.
1
Mark Marinzoli (CRD# 6512457) is an Investment Advisor Representative working at Keystone Wealth Management Services Inc. in Glen Mills, PA and has over 8 years of experience in the finance industry.
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