Keymark Financial
Keymark Financial (CRD# 288302) is a financial advisory firm headquartered in Rolling Hills Estates, CA. They manage $47,905,204 in 285 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$168,088
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Keymark Financial
1
Mark Boujikian (CRD# 5971620) is an Investment Advisor Representative working at Keymark Financial in Rolling Hills Estates, CA and has over 12 years of experience in the finance industry.
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