Managing Partner & Chief Financial Officer · Keystone National Group, LLC
Bradley D. Allen
CRD 5861113 · Named on Form ADV at one SEC-registered adviser
At a glance
Keystone National Group, LLC, an SEC-registered asset manager based in Salt Lake City, UT with $2.5 billion in regulatory assets, lists Bradley D. Allen on its Form ADV as Managing Partner & Chief Financial Officer, a control person.
Firms and roles
- Keystone National Group, LLCManaging Partner & Chief Financial OfficerAsset manager · Salt Lake City, UT · $2.5B in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brandon R. NielsonMember, Managing Partner & Co-Founder, Keystone National Group, LLC
- John W. EarlManaging Partner & Co-Founder, Keystone National Group, LLC
- Matthew T. JacksonMember & Managing Partner, Keystone National Group, LLC
- Colin S. KinneyChief Compliance Officer, Keystone National Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.