KEYMARK FINANCIAL

KEYMARK FINANCIAL of ROLLING HILLS ESTATES, CA is an SEC-registered investment adviser (CRD 288302). Regulatory assets under management: $40.5M.

Registration

• CRD: 288302
• Type: Registered investment adviser
• Location: 500 SILVER SPUR, ROLLING HILLS ESTATES, CA, 90275
• Phone: (310) 750-6248
• Latest filing: 2026-03-30
• Regulatory AUM: $40.5M
• Discretionary AUM: $40.5M
• Clients: 3
• Accounts: 225

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288302 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search