KELSEY FINANCIAL, LLC
Moorpark, CA
AUM
$176.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
833-453-5739
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
AII CAPITAL MANAGEMENT, LLC
Moorpark, CA
AUM
$108.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(805) 604-2644
IMAGINE MATH
Moorpark, CA
AUM
$3.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
303-523-0893
BRUCE JAMES THOMAS JR
Moorpark, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Hourly charges; Fixed fees
805-778-1160
Full profileNo website