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KEYMARK FINANCIAL
CRD 288302
500 SILVER SPUR, SUITE 203, ROLLING HILLS ESTATES, CA, 90275, United States
Phone
(310) 750-6248
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.5M
Discretionary AUM
$40.5M
Team
3 total employees; 1 advisory reps; 50 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $12.8M |
| High net worth individuals | 12 | $27.0M |
| Charitable organizations | 1 | $667K |
All web addresses on file
Official SEC filing: View on IAPD