Keystone Asset Management, Inc.

Keystone Asset Management, Inc. (CRD# 130101) is a financial advisory firm headquartered in Mclean, VA. They manage $261,000,000 in 134 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1430 Spring Hill Rd, Ste 425, Mclean, VA 22102
https://www.keyami.com
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $1,947,761
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
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 - 1 of 1 top financial advisors.
1
Donna Patterson, financial advisor Mclean VA
Donna J. Patterson
CRD#: 1556379
1430 Spring Hill Road, Suite 425, Mclean, VA 22102

Donna Patterson (CRD# 1556379) is an Investment Advisor Representative working at Keystone Asset Management, Inc. in Mclean, VA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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