|
⚲
|
| Kelley Investments LLC
✚
| |
|---|---|
| CRD # | 119099 |
| SEC # | 801-67645 |
| CIK # | |
| AUM | $162.6 MM (2024-05-15) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 858-350-1010 |
| Address | 2175 El Amigo Road del Mar, CA 92014 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 45.9 |
| (b) Individuals (high net worth individuals) | 25 | 116.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 330 | 162.6 |
| By Discretionary | ||
| Discretionary | 320 | 158.0 |
| Non-Discretionary | 10 | 4.6 |
| Total | 330 | 162.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.6 | |
| Total | 330 | 162.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clark Monroe Blackman LLC
✚
|
TX | 0.2 |
|
IBN Financial Services Inc
✚
|
NY | 0.2 |
|
Capital Developers LLC
✚
|
NC | 0.2 |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
McGinn Penninger Investment Managment Inc
✚
|
VA | 0.2 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.2 |
|
Pathwise Wealth Partners LLC
✚
|
CA | 0.2 |
|
IKE Capital LLC
✚
|
NY | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
Strategic Financial Management LLC
✚
|
NJ | 0.2 |