Kelley Investments

Kelley Investments (CRD# 119099) is a financial advisory firm headquartered in , . They manage $95,078,000 in 320 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $297,119
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Kelley Investments
Showing 1 - 2 of 2 top financial advisors.
1
Craig P. Kelley
CRD#: 1244386
Del Mar, CA
93
Wealthminder
score

Craig Kelley (CRD# 1244386) is an Investment Advisor Representative working at Kelley Investments in Del Mar, CA and has over 32 years of experience in the finance industry.

2
Sean P. Ohara
CRD#: 3147844
Del Mar, CA
93
Wealthminder
score

Sean Ohara (CRD# 3147844) is an Investment Advisor Representative working at Kelley Investments in Del Mar, CA and has over 17 years of experience in the finance industry.

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