KEYSTONE PRIVATE WEALTH of PALM DESERT, CA is an SEC-registered investment adviser (CRD 301924). Regulatory assets under management: $860.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Mark William Thatcher | MANAGING MEMBER | — |
| Shattuck Franklin Lamm | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| THATCHER MARK WILLIAM | MANAGING MEMBER | — |
| LAMM SHATTUCK FRANKLIN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |