|
⚲
|
| Keystone Asset Management Inc
✚
| |
|---|---|
| CRD # | 130101 |
| SEC # | 801-62685 |
| CIK # | |
| AUM | $261.0 MM (2024-03-29) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 703-734-3400 |
| Address | 1430 Spring Hill Rd Mclean, VA 22102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 21.0 |
| (b) Individuals (high net worth individuals) | 89 | 224.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 13.0 |
| (h) Charitable organizations | 4 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 261.0 |
| By Discretionary | ||
| Discretionary | 130 | 241.0 |
| Non-Discretionary | 4 | 20.0 |
| Total | 134 | 261.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.0 | |
| Total | 134 | 261.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Plum Street Advisors LLC
✚
|
LA | 0.3 |
|
Astor Investment Management LLC
✚
|
IL | 0.3 |
|
HFM Investment Advisors LLC
✚
|
NJ | 0.3 |
|
First Eagle Separate Account Management LLC
✚
|
NY | 0.3 |
|
Truefg LLC
✚
|
TX | 0.3 |
|
Centerline Wealth Advisors LLC
✚
|
KY | 0.3 |
|
Premia Global Advisors LLC
✚
|
FL | 0.3 |
|
Jessup Wealth Management Inc
✚
|
OH | 0.3 |
|
Salvus Wealth Management LLC
✚
|
NJ | 0.3 |
|
Calder Investment Advisors
✚
|
MI | 0.3 |