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KELLEHER FINANCIAL ADVISORS, LLC
CRD 126021 · SEC 801-62029
100 WALL STREET, SUITE 1501, NEW YORK, NY, 10005, United States
Phone
212-709-9400
Fax
212-709-9870
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$631.8M
Team
13 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE AND WEALTH PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $29.2M |
| High net worth individuals | 171 | $1.12B |
| Pension/profit sharing plans | 1 | $5.6M |
| Corporations/business entities | 4 | $2.1M |
States served
VT, AZ, CA, CO, LA, ME, MD, MA, MT, NJ, NY, PA, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD