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Kelley Ray Wright

KELLEY WRIGHT & COMPANY, INC.·CARLSBAD, California
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2888 LOKER AVENUE EAST, CARLSBAD, CA 92010CRD# 1356322Firm CRD# 118358
01

About

Kelley Ray Wright is a registered financial advisor based in CARLSBAD, California, affiliated with KELLEY WRIGHT & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KELLEY WRIGHT & COMPANY, INC.
IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KELLEY WRIGHT & COMPANY, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1356322
Firm CRD# 118358
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelley Ray Wright offer?
Kelley Ray Wright specializes in Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.
What are Kelley Ray Wright's credentials?
Kelley Ray Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelley Ray Wright located?
Kelley Ray Wright is based in CARLSBAD, California, working with KELLEY WRIGHT & COMPANY, INC.. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Kelley Ray Wright charge for services?
Kelley Ray Wright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLEY WRIGHT & COMPANY, INC.?
KELLEY WRIGHT & COMPANY, INC. has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Thomas Minney
CARLSBAD, CA

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Research
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