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The Keystone Financial Alliance, LLC

● SEC registered since 2019CRD 168760SEC# 801-115035Atlanta, GA
Export (members)
Reg. AUM
$153.7M
Employees
4
Accounts
427
Location
Atlanta, GA

The Keystone Financial Alliance, LLC assets under management

The Keystone Financial Alliance, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2019. It reports $153.7 million in regulatory assets under management and employs 4 people.

The Keystone Financial Alliance, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Bennett Henderson ControlManaging Member / Chief Compliance OfficerOver 75%2013
Gaines Morris HendersonFounderUnder 5%2013

Frequently asked questions

How much does The Keystone Financial Alliance, LLC manage?

The Keystone Financial Alliance, LLC reports $153.7 million in regulatory assets under management on its Form ADV.

How many employees does The Keystone Financial Alliance, LLC have?

The Keystone Financial Alliance, LLC reports 4 employees.

Where is The Keystone Financial Alliance, LLC located?

The Keystone Financial Alliance, LLC is based in Atlanta, GA and has been SEC-registered since 2019.

Does The Keystone Financial Alliance, LLC disclose fund performance?

The Keystone Financial Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3350 Riverwood Parkway, Suite #2200, Atlanta, GA 30339
Phone404-260-0710
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.4M
Non-discretionary$2.3M
Total (RAUM)$153.7M