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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $233,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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

Financial Advisors at Topaz Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory L. Kelsey
CRD#: 1093280
San Mateo, CA
93
Wealthminder
score

Gregory Kelsey (CRD# 1093280) is an Investment Advisor Representative working at Topaz Investment Advisors, LLC in San Mateo, CA and has over 29 years of experience in the finance industry.

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