Topaz Investment Advisors, LLC
Topaz Investment Advisors, LLC (CRD# 120124) is a financial advisory firm headquartered in , . They manage $700,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$233,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Gregory Kelsey (CRD# 1093280) is an Investment Advisor Representative working at Topaz Investment Advisors, LLC in San Mateo, CA and has over 31 years of experience in the finance industry.