Unclaimed Profile

Barbara Anne Kelley

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, California

Clean recordPACIFIC GLOBAL INVESTMENT MANAGEMENT CO

101 N. BRAND BLVD, GLENDALE, CA 91203CRD# 1460423Firm CRD# 106962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Anne Kelley · GLENDALE, CA

Registration

CRD #1460423 · PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

AUM

$740M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC GLOBAL INVESTMENT MANAGEMENT CO →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1460423

Firm CRD# 106962

View on FINRA BrokerCheck →

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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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