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
Kelly Haft Registered Investment Advisory, LLC
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts120ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.