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Building 2KELLING INVESTMENT ADVISORS

Map pinBERKELEY, CA
Phone510-898-3468
NotebookSEC #801-64154
Total AUM
$50.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
596 GRIZZLY PEAK BLVD
BERKELEY
CA 94708
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
510-898-3468

ReceiptFinancials

Total AUM
$50.4M
Accounts
72
Discretionary
$50.4M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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