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Building 2THE KEYSTONE FINANCIAL ALLIANCE, LLC

Map pinATLANTA, GA
Phone404-260-0710
NotebookSEC #801-115035
Total AUM
$164.7M
Employees
3
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3350 RIVERWOOD PARKWAY
SUITE #2200
ATLANTA
GA 30339
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
404-260-0710

ReceiptFinancials

Total AUM
$164.7M
Accounts
445
Discretionary
$162.3M
Accounts
441
Non-Discretionary
$2.4M
Accounts
4

ContactClients

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Individual Clients
44
AUM
$12.5M
HNW Individual Clients
75
AUM
$152.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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