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| The Keystone Financial Alliance LLC
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|
|---|---|
| CRD # | 168760 |
| SEC # | 801-115035 |
| CIK # | |
| AUM | $132.5 MM (2023-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 404-260-0710 |
| Address | 3350 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 25.3 |
| (b) Individuals (high net worth individuals) | 48 | 107.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 132.5 |
| By Discretionary | ||
| Discretionary | 387 | 129.4 |
| Non-Discretionary | 3 | 3.1 |
| Total | 390 | 132.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.5 | |
| Total | 390 | 132.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Balanced Financial Planning Inc
✚
|
KS | 0.1 |
|
Seed Wealth Management Inc
✚
|
IL | 0.1 |
|
Financial Planning Services Inc
✚
|
NC | 0.1 |
|
Sachem Investment Counsel LLC
✚
|
NV | 0.1 |
|
Maxwell Wealth Strategies Inc
✚
|
CA | 0.1 |
|
ADCM LLC
✚
|
MA | 0.1 |
|
New River Financial Group LLC
✚
|
VA | 0.1 |
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.1 |
|
Olson Investment Advisors LLC
✚
|
WA | 0.1 |
|
Atlantic Financial Services Inc
✚
|
MD | 0.1 |