Keystone Wealth Management Services Inc.
Keystone Wealth Management Services Inc. (CRD# 262789) is a financial advisory firm headquartered in Glen Mills, PA. They manage $62,613,716 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management63MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$2,236,204
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Mark Marinzoli (CRD# 6512457) is an Investment Advisor Representative working at Keystone Wealth Management Services Inc. in Glen Mills, PA and has over 2 years of experience in the finance industry.