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Building 2KELLEHER FINANCIAL ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-709-9400
NotebookSEC #801-62029
Total AUM
$1.2B
Employees
13
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WALL STREET
SUITE 1501
NEW YORK
NY 10005
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
212-709-9400
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
749
Discretionary
$631.8M
Accounts
726
Non-Discretionary
$521.6M
Accounts
23

ContactClients

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Individual Clients
108
AUM
$29.2M
HNW Individual Clients
171
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M
Corporation or Business Clients
4
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE AND WEALTH PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLLAMAMDMEMOMTNHNJNYPATXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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