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Home > Retirement Planners > georgia > atlanta > KEYSTONE FINANCIAL GROUP, INC.
KEYSTONE FINANCIAL GROUP, INC.
6849 Peachtree Dunwoody Road
Building B-2
Atlanta, Georgia 30328
Tel: 770-698-9816
About KEYSTONE FINANCIAL GROUP, INC.
KEYSTONE FINANCIAL GROUP, INC, formally registered with the SEC as KEYSTONE FINANCIAL GROUP, INC. The firm was established in 06/04/2021. They have over 1 offices throughout the country.
KEYSTONE FINANCIAL GROUP, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $199,587,555 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129301 |
| SEC# | 801-121415 |
| Assets Managed by Firm | $199,587,555 |
| No. of Clients | 572 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 572 | $199,587,555 |
| Individuals (other than high net worth individuals) | 185 | $31,941,214 |
| High net worth individuals | 64 | $154,251,292 |
| Pension and profit sharing plans | 9 | $9,181,267 |
| Charitable organizations | 1 | $1,750,205 |
| Corporations or other businesses | 6 | $1,767,774 |
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