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Home > Retirement Planners > georgia > atlanta > THE KEYSTONE FINANCIAL ALLIANCE, LLC
THE KEYSTONE FINANCIAL ALLIANCE, LLC
3350 Riverwood Parkway
Suite #2200
Atlanta, Georgia 30339
Tel: 404-260-0710
About THE KEYSTONE FINANCIAL ALLIANCE, LLC
THE KEYSTONE FINANCIAL ALLIANCE, LLC, formally registered with the SEC as THE KEYSTONE FINANCIAL ALLIANCE, LLC. The firm was established in 04/17/2019. They have over 1 offices throughout the country.
THE KEYSTONE FINANCIAL ALLIANCE, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $153,700,000 assets under management, offering retirement planning & investment advisory services to 427 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168760 |
| SEC# | 801-115035 |
| Assets Managed by Firm | $153,700,000 |
| No. of Clients | 427 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 427 | $153,700,000 |
| Individuals (other than high net worth individuals) | 78 | $30,500,000 |
| High net worth individuals | 52 | $122,000,000 |
| Corporations or other businesses | 2 | $1,200,000 |
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