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THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760 · SEC 801-115035
3350 RIVERWOOD PARKWAY, SUITE #2200, ATLANTA, GA, 30339, United States
Phone
404-260-0710
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.7M
Discretionary AUM
$162.3M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $12.5M |
| High net worth individuals | 75 | $152.2M |
States served
AL, GA, NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD