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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kelsey Financial LLC
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|---|---|
| CRD # | 314950 |
| SEC # | 801-129004 |
| CIK # | |
| AUM | $149.8 M (2025-03-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 833-453-5739 |
| Address | 485 E High Street Moorpark, CA 93021 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 43.4 |
| (b) Individuals (high net worth individuals) | 37 | 104.2 |
| (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 | 1 | 1.7 |
| (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 | 4 | 0.6 |
| Total | 263 | 149.8 |
| By Discretionary | ||
| Discretionary | 263 | 149.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 263 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.8 | |
| Total | 263 | 149.8 |
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|---|---|---|
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MD | 0.2 |
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Clearbrook Investment Solutions LLC
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NY | 0.1 |
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OK | 0.1 |
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Spectrum Advisors Inc
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TX | 0.1 |
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PA | 0.1 |
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Vauban Wealth Management
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PR | 0.1 |