Keystone Asset Management, Inc.

Keystone Asset Management, Inc. (CRD# 130101) is a financial advisory firm headquartered in Mclean, VA. They manage $188,000,000 in 134 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $1,402,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Keystone Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Patricia O. Hertzberg
CRD#: 2400881
1430 Spring Hill Rd, Ste 425, Mclean, VA 22102
96
Wealthminder
score

Patricia Hertzberg (CRD# 2400881) is an Investment Advisor Representative working at Keystone Asset Management, Inc. in Mclean, VA and has over 23 years of experience in the finance industry.

2
Donna J. Patterson
CRD#: 1556379
1430 Spring Hill Road, Suite 425, Mclean, VA 22102
96
Wealthminder
score

Donna Patterson (CRD# 1556379) is an Investment Advisor Representative working at Keystone Asset Management, Inc. in Mclean, VA and has over 29 years of experience in the finance industry. Donna Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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