Keystone Wealth Services is an investment advisor in Palm Desert with $394.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
834143457
SEC advisor number
801-121495
FINRA CRD number
301924
AUM ?
$394.59 mm
(as of 15 Jun 22)
Accounts
736
(as of 15 Jun 22)
Employees
9
(7 investment advisory or research)
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Thatcher, Mark, William | Managing Member | 02/2019 | 50-75% |
Lamm, Shattuck, Franklin | Managing Member & Chief Compliance Officer | 02/2019 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22