Keystone Asset Management, Inc.
Keystone Asset Management, Inc. (CRD# 130101) is a financial advisory firm headquartered in Mclean, VA. They manage $196,000,000 in 136 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management196MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$1,441,176
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
DC, FL, MD, TX, VA
Patricia Hertzberg (CRD# 2400881) is an Investment Advisor Representative working at Keystone Asset Management, Inc. in Mclean, VA and has over 24 years of experience in the finance industry.
Donna Patterson (CRD# 1556379) is an Investment Advisor Representative working at Keystone Asset Management, Inc. in Mclean, VA and has over 31 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.