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KEYSTONE FINANCIAL GROUP, INC.
CRD 129301 · SEC 801-121415
6849 PEACHTREE DUNWOODY ROAD, BUILDING A1, ATLANTA, GA, 30328, United States
Phone
770-698-9816
Fax
770-698-9503
Registration
— (—)
Source
State registered
Total AUM
$247.4M
Discretionary AUM
$247.4M
Team
7 total employees; 5 advisory reps; 19 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $41.5M |
| High net worth individuals | 67 | $192.9M |
| Pension/profit sharing plans | 6 | $8.6M |
| Charitable organizations | 1 | $2.4M |
| Corporations/business entities | 4 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD