Kelley Investments

Kelley Investments (CRD# 119099) is a financial advisory firm headquartered in , . They manage $162,610,189 in 330 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $492,758
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kelley Investments
Showing 1 - 3 of 3 top financial advisors.
1
Craig P. Kelley
CRD#: 1244386
Del Mar, CA

Craig Kelley (CRD# 1244386) is an Investment Advisor Representative working at Kelley Investments in Del Mar, CA and has over 39 years of experience in the finance industry.

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

Sean Ohara (CRD# 3147844) is an Investment Advisor Representative working at Kelley Investments in Del Mar, CA and has over 24 years of experience in the finance industry.

3
Frank L. Scott
CRD#: 4029346
330 Encinitas Blvd, Suite 101, Encinitas, CA 92024

Frank Scott (CRD# 4029346) is an Investment Advisor Representative working at Kelley Investments in Encinitas, CA and has over 24 years of experience in the finance industry.

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