KELSEY FINANCIAL, LLC - Financial Advisor in California, Moorpark

Tel: 833-453-5739 485 E. High Street Moorpark, California 93021

About KELSEY FINANCIAL, LLC

KELSEY FINANCIAL, LLC is a Moorpark, California based financial advisory firm with nearly $138,386,767 in assets under management and provides investment advisory services for 237 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

314950

Firm SEC#:

801-129004

Assets Under Management:

$138,386,767

No. of Clients:

237

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (VARIABLE ANNUITY SUB-ACCOUNT FEE-BASED MANAGEMENT & ALTERNATIVE INVESTMENT FEE-BASED MGMT & HELD AWAY MGMT-DIRECTED BROKERAGE)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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