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KELSEY FINANCIAL, LLC
CRD 314950 · SEC 801-129004
485 E. HIGH STREET, MOORPARK, CA, 93021, United States
Phone
833-453-5739
Fax
833-453-5739
Registration
— (—)
Source
State registered
Total AUM
$176.2M
Discretionary AUM
$176.2M
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsVARIABLE ANNUITY SUB-ACCOUNT FEE-BASED MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $43.5M |
| High net worth individuals | 45 | $129.6M |
| Other investment advisers | 1 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD