Airgead Clann LLC

Airgead Clann LLC (CRD# 133578) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $22,500,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $187,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Airgead Clann LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sean M. Kelly
CRD#: 5043096
223 E Thousand Oaks Blvd, Suite 215, Thousand Oaks, CA 91360
93
Wealthminder
score

Sean Kelly (CRD# 5043096) is an Investment Advisor Representative working at Airgead Clann LLC in Thousand Oaks, CA and has over 11 years of experience in the finance industry.

2
Michael P. Kelly
CRD#: 4823534
223 East Thousand Oaks Bl #215, Thousand Oaks, CA 91360
63
Wealthminder
score

Michael Kelly (CRD# 4823534) is an Investment Advisor Representative working at Airgead Clann LLC in Thousand Oaks, CA and has over 12 years of experience in the finance industry.

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