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Justin Truett Kelley

TRANSPOSE PLATFORM MANAGEMENT, LLC·HOUSTON, Texas
Clean recordTRANSPOSE PLATFORM MANAGEMENT, LLC
4201 MAIN STREET, HOUSTON, TX 77002CRD# 8006798Firm CRD# 287674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Truett Kelley · HOUSTON, TX
Registration
CRD #8006798 · TRANSPOSE PLATFORM MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Justin Truett Kelley is a registered financial advisor based in HOUSTON, Texas, affiliated with TRANSPOSE PLATFORM MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRANSPOSE PLATFORM MANAGEMENT, LLC
TRANSPOSE PLATFORM MANAGEMENT, LLC
AUM
$2.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at TRANSPOSE PLATFORM MANAGEMENT, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 8006798
Firm CRD# 287674
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Truett Kelley offer?
Justin Truett Kelley specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Justin Truett Kelley's credentials?
Justin Truett Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Truett Kelley located?
Justin Truett Kelley is based in HOUSTON, Texas, working with TRANSPOSE PLATFORM MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Justin Truett Kelley charge for services?
Justin Truett Kelley's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSPOSE PLATFORM MANAGEMENT, LLC?
TRANSPOSE PLATFORM MANAGEMENT, LLC has approximately 14 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRANSPOSE PLATFORM MANAGEMENT, LLC

Thomas Lowell Harter
HOUSTON, TX
Gary Anderson
HOUSTON, TX
Trang T Nguyen
HOUSTON, TX
Franklin E Alvarez
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