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Alycia Jean Kellman

GROUNDED CAPITAL, LLC·SAN FRANCISCO, California
Unclaimed Profile
560 COMMERCIAL STREET, SUITE 400, SAN FRANCISCO, CA 94111CRD# 5980394Firm CRD# 323354
01

About

Alycia Jean Kellman is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GROUNDED CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GROUNDED CAPITAL, LLC
GROUNDED CAPITAL, LLC
AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at GROUNDED CAPITAL, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5980394
Firm CRD# 323354
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alycia Jean Kellman offer?
Alycia Jean Kellman specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Alycia Jean Kellman's credentials?
Alycia Jean Kellman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alycia Jean Kellman located?
Alycia Jean Kellman is based in SAN FRANCISCO, California, working with GROUNDED CAPITAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Alycia Jean Kellman charge for services?
Alycia Jean Kellman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROUNDED CAPITAL, LLC?
GROUNDED CAPITAL, LLC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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