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).

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
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, FL, NC

Financial Advisors at Kelly Haft Registered Investment Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian J. Kelly
CRD#: 5568211
19800 Macarthur Blvd., Suite 280, Irvine, CA 92612
93
Wealthminder
score

Brian Kelly (CRD# 5568211) is an Investment Advisor Representative working at Kelly Haft Registered Investment Advisory, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

2
Alan G. Haft
CRD#: 4591226
19800 Macarthur Blvd., Suite 280, Irvine, CA 92612
63
Wealthminder
score

Alan Haft (CRD# 4591226) is an Investment Advisor Representative working at Kelly Haft Registered Investment Advisory, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

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