THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD #168760 SEC #801-115035 ATLANTA, GA 404-260-0710
SEC Registered
Total AUM
$153.7M
Discretionary
$151.4M
Employees
4
Clients
0
Accounts
427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $153.7M | $151.4M | $2.3M | 4 | 0 |
| Feb 2024 | $136.2M | $133.7M | $2.5M | 4 | 0 |
| Jun 2023 | $132.5M | $129.4M | $3.1M | 4 | 0 |
| Mar 2023 | $132.5M | $129.4M | $3.1M | 4 | 0 |
| Mar 2022 | $150M | $147M | $3M | 4 | 1 |
| Mar 2021 | $127.1M | $124.3M | $2.7M | 4 | 0 |
| May 2020 | $121M | $118.4M | $2.6M | 3 | 0 |
| Mar 2020 | $121M | $118.4M | $2.6M | 3 | 0 |
| Mar 2019 | $108.1M | $105.8M | $2.3M | 4 | 0 |
| Sep 2014 | $76M | $73.2M | $2.8M | 3 | 0 |
| Sep 2014 | $76M | $73.2M | $2.8M | 3 | 0 |
| Jul 2014 | $76M | $73.2M | $2.8M | 2 | 0 |
| May 2014 | $76M | $73.2M | $2.8M | 2 | 0 |
| Mar 2014 | $76M | $73.2M | $2.8M | 2 | 0 |
| Feb 2014 | $76M | $73.2M | $2.8M | 2 | 0 |
| Jan 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$153.7M
Discretionary$151.4M
Non-Disc.$2.3M
Employees4
Clients0
DateFeb 2024
Total AUM$136.2M
Discretionary$133.7M
Non-Disc.$2.5M
Employees4
Clients0
DateJun 2023
Total AUM$132.5M
Discretionary$129.4M
Non-Disc.$3.1M
Employees4
Clients0
DateMar 2023
Total AUM$132.5M
Discretionary$129.4M
Non-Disc.$3.1M
Employees4
Clients0
DateMar 2022
Total AUM$150M
Discretionary$147M
Non-Disc.$3M
Employees4
Clients1
DateMar 2021
Total AUM$127.1M
Discretionary$124.3M
Non-Disc.$2.7M
Employees4
Clients0
DateMay 2020
Total AUM$121M
Discretionary$118.4M
Non-Disc.$2.6M
Employees3
Clients0
DateMar 2020
Total AUM$121M
Discretionary$118.4M
Non-Disc.$2.6M
Employees3
Clients0
DateMar 2019
Total AUM$108.1M
Discretionary$105.8M
Non-Disc.$2.3M
Employees4
Clients0
DateSep 2014
Total AUM$76M
Discretionary$73.2M
Non-Disc.$2.8M
Employees3
Clients0
DateSep 2014
Total AUM$76M
Discretionary$73.2M
Non-Disc.$2.8M
Employees3
Clients0
DateJul 2014
Total AUM$76M
Discretionary$73.2M
Non-Disc.$2.8M
Employees2
Clients0
DateMay 2014
Total AUM$76M
Discretionary$73.2M
Non-Disc.$2.8M
Employees2
Clients0
DateMar 2014
Total AUM$76M
Discretionary$73.2M
Non-Disc.$2.8M
Employees2
Clients0
DateFeb 2014
Total AUM$76M
Discretionary$73.2M
Non-Disc.$2.8M
Employees2
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0