Be advised. This firm is no longer registered.

Kelly Haft Registered Investment Advisory, LLC

Kelly Haft Registered Investment Advisory, LLC (CRD# 149166) is a financial advisory firm headquartered in Irvine, CA. They manage $22,000,000 in 120 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
19800 Macarthur Blvd, Suite 280, Irvine, CA 92612
http://kellyhaftfinancial.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $183,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC

Financial Advisors at Kelly Haft Registered Investment Advisory, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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