Overview
Assets Under Management: $138 million
Headquarters: MOORPARK, CA
High-Net-Worth Clients: 37
Average Client Assets: $3 million
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