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KELSEY FINANCIAL, LLC
MOORPARK, CA
833-453-5739
SEC #801-129004Total AUM
$176.2M
Employees
8Clients
275Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
485 E. HIGH STREET
MOORPARK
CA 93021
United States
MOORPARK
CA 93021
United States
Operating Hours
7:00AM - 3:00PM
Monday - Friday
Monday - Friday
Phone
833-453-5739
Other Offices
1
Financials
Total AUM
$176.2M
Accounts
269Discretionary
$176.2M
Accounts
269Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
224AUM
$43.5M
HNW Individual Clients
45AUM
$129.6M
Investment Advisor Clients
1AUM
$2M
Other Clients
5AUM
$1M
Description of Other Clients
ANNUITY SUB-ACCOUNTS & DIRECTED BROKERAGE
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
VARIABLE ANNUITY SUB-ACCOUNT FEE-BASED MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANVORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.