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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DRUCKER, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DRUCKER, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DRUCKER, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HINES, THOMAS, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZUSINAS, FRANCES | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUSINAS, FRANCES | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUSINAS, FRANCES | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUSINAS, FRANCES | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUSINAS, FRANCES | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUSINAS, FRANCES | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
| PATTERSON, DONNA, JEAN | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (5)
DC FL MD TX VA
Address
1430 SPRING HILL RDSTE 425
MCLEAN, VA 22102
United States
Phone: 703-734-3400