|
⚲
|
| Keystone Financial Group Inc
✚
|
|
|---|---|
| CRD # | 129301 |
| SEC # | 801-121415 |
| CIK # | 0001815148, 0000924069, 0001729299, 0000806250 |
| AUM | $133.2 MM (2023-02-03) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 770-698-9816 |
| Address | 6849 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 17.2 |
| (b) Individuals (high net worth individuals) | 55 | 106.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 5.6 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.3 |
| (n) Other | 1 | 0.4 |
| Total | 454 | 133.2 |
| By Discretionary | ||
| Discretionary | 449 | 133.0 |
| Non-Discretionary | 5 | 0.2 |
| Total | 454 | 133.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.2 | |
| Total | 454 | 133.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000806250] | |
| 3 | [0000924069] | |
| 13F-HR | [0001729299] | |
| D | [0001815148] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Keystone Group LP | |
| EGAIN Corp | |
| Keystone MGP, LLC |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JE Simmons & Co PC
✚
|
TX | 0.1 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.1 |
|
Sackett Wealth Advisors Inc
✚
|
CA | 0.1 |
|
DWR Wealth Management LLC
✚
|
CA | 0.1 |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Symphonic Financial Advisors LLC
✚
|
NY | 0.1 |
|
MJC Advisors LLC
✚
|
MD | 0.1 |
|
Keystone Financial Services LLC
✚
|
NE | 0.1 |
|
GW Sherwold Associates Inc
✚
|
CA | 0.1 |