Overview
Assets Under Management: $138 million
Headquarters: MOORPARK, CA
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
KELSEY FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314950), KELSEY FINANCIAL, LLC is subject to fiduciary duty under federal law.
KELSEY FINANCIAL, LLC is headquartered in MOORPARK, CA.
KELSEY FINANCIAL, LLC serves 37 high-net-worth clients according to their SEC filing dated February 13, 2024. View client details ↓
According to their SEC Form ADV, KELSEY FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
KELSEY FINANCIAL, LLC manages $138 million in client assets according to their SEC filing dated February 13, 2024.
According to their SEC Form ADV, KELSEY FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 237
Discretionary Accounts: 237
Regulatory Filings
CRD Number: 314950
Last Filing Date: 2024-02-13 00:00:00
Website: https://www.kelseyfinancial.net