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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2013
- Office Locations
- 1
Office Locations
About THE Keystone Financial Alliance, LLC
Keystone Financial Alliance is a CFP-led RIA providing comprehensive wealth management, life transition planning, and tailored investment advisory for individuals and families, including entrepreneurs. Portfolios are built to client-specific goals and commonly implemented with ETFs and mutual funds; the firm works with custodians such as Charles Schwab and Raymond James and offers an online calculator library to support planning conversations.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
BRIAN BENNETT HENDERSON
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4269310
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,338,445 | $368,114 |
| Non-Discretionary | $2,361,555 | $590,389 |
| Total | $164,700,000 | $370,112 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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