KEYSTONE ASSET MANAGEMENT, INC.
CRD #130101 SEC #801-62685 MCLEAN, VA 703-734-3400
SEC Registered
Total AUM
$261M
Discretionary
$241M
Employees
5
Clients
51
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $261M | $241M | $20M | 5 | 134 |
| Mar 2023 | $224M | $204M | $20M | 5 | 132 |
| Mar 2022 | $287M | $264M | $23M | 5 | 130 |
| Mar 2021 | $261M | $240M | $21M | 5 | 131 |
| Jun 2020 | $214M | $196M | $18M | 5 | 133 |
| May 2020 | $214M | $196M | $18M | 5 | 133 |
| Mar 2019 | $177M | $160M | $17M | 5 | 134 |
| Mar 2018 | $198M | $179M | $19M | 5 | 134 |
| Mar 2017 | $196M | $176M | $20M | 5 | 130 |
| Mar 2016 | $188M | $168M | $20M | 5 | 125 |
| Mar 2015 | $198M | $175M | $23M | 5 | 125 |
| Mar 2014 | $180M | $164M | $16M | 5 | 120 |
| Jan 2014 | $152M | $138M | $14M | 5 | 116 |
| Mar 2013 | $152M | $138M | $14M | 5 | 116 |
| May 2012 | $138M | $124M | $14M | 1 | 116 |
| Mar 2012 | $136M | $122M | $14M | 1 | 116 |
| May 2011 | $146M | $132M | $14M | 5 | -- |
| Mar 2011 | $146M | $132M | $14M | 5 | -- |
| Mar 2009 | $105M | $92M | $13M | 5 | -- |
| Mar 2007 | $110M | $91M | $19M | 5 | -- |
| Dec 2006 | $109M | $90M | $19M | 5 | -- |
| Jan 2004 | $110M | $100M | $10M | 5 | -- |
DateMar 2024
Total AUM$261M
Discretionary$241M
Non-Disc.$20M
Employees5
Clients134
DateMar 2023
Total AUM$224M
Discretionary$204M
Non-Disc.$20M
Employees5
Clients132
DateMar 2022
Total AUM$287M
Discretionary$264M
Non-Disc.$23M
Employees5
Clients130
DateMar 2021
Total AUM$261M
Discretionary$240M
Non-Disc.$21M
Employees5
Clients131
DateJun 2020
Total AUM$214M
Discretionary$196M
Non-Disc.$18M
Employees5
Clients133
DateMay 2020
Total AUM$214M
Discretionary$196M
Non-Disc.$18M
Employees5
Clients133
DateMar 2019
Total AUM$177M
Discretionary$160M
Non-Disc.$17M
Employees5
Clients134
DateMar 2018
Total AUM$198M
Discretionary$179M
Non-Disc.$19M
Employees5
Clients134
DateMar 2017
Total AUM$196M
Discretionary$176M
Non-Disc.$20M
Employees5
Clients130
DateMar 2016
Total AUM$188M
Discretionary$168M
Non-Disc.$20M
Employees5
Clients125
DateMar 2015
Total AUM$198M
Discretionary$175M
Non-Disc.$23M
Employees5
Clients125
DateMar 2014
Total AUM$180M
Discretionary$164M
Non-Disc.$16M
Employees5
Clients120
DateJan 2014
Total AUM$152M
Discretionary$138M
Non-Disc.$14M
Employees5
Clients116
DateMar 2013
Total AUM$152M
Discretionary$138M
Non-Disc.$14M
Employees5
Clients116
DateMay 2012
Total AUM$138M
Discretionary$124M
Non-Disc.$14M
Employees1
Clients116
DateMar 2012
Total AUM$136M
Discretionary$122M
Non-Disc.$14M
Employees1
Clients116
DateMay 2011
Total AUM$146M
Discretionary$132M
Non-Disc.$14M
Employees5
Clients--
DateMar 2011
Total AUM$146M
Discretionary$132M
Non-Disc.$14M
Employees5
Clients--
DateMar 2009
Total AUM$105M
Discretionary$92M
Non-Disc.$13M
Employees5
Clients--
DateMar 2007
Total AUM$110M
Discretionary$91M
Non-Disc.$19M
Employees5
Clients--
DateDec 2006
Total AUM$109M
Discretionary$90M
Non-Disc.$19M
Employees5
Clients--
DateJan 2004
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees5
Clients--