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Barbara Anne Kelley

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, California
Unclaimed Profile
101 N. BRAND BLVD, GLENDALE, CA 91203CRD# 1460423Firm CRD# 106962
01

About

Barbara Anne Kelley is a registered financial advisor based in GLENDALE, California, affiliated with PACIFIC GLOBAL INVESTMENT MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
AUM
$740M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at PACIFIC GLOBAL INVESTMENT MANAGEMENT CO →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1460423
Firm CRD# 106962
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Anne Kelley offer?
Barbara Anne Kelley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLENDALE, California for a consultation.
What are Barbara Anne Kelley's credentials?
Barbara Anne Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Anne Kelley located?
Barbara Anne Kelley is based in GLENDALE, California, working with PACIFIC GLOBAL INVESTMENT MANAGEMENT CO. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Barbara Anne Kelley charge for services?
Barbara Anne Kelley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC GLOBAL INVESTMENT MANAGEMENT CO?
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO has approximately 14 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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