KELSEY FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$176,190,130
Discretionary
$176,190,130
Non-discretionary
$0
Firm details
- CRD number
- 314950
- SEC file number
- 801-129004
- Main office
- MOORPARK, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.kelseyfinancial.net
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.