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KELLEHER FINANCIAL ADVISORS, LLC
KELLEHER FINANCIAL ADVISORS, LLC
NEW YORK, New York
·
6 registered advisors
·
CRD# 126021
SEC# 801-62029
1
212-709-9400
01
Firm Overview
AUM
$574M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KELLEHER FINANCIAL ADVISORS, LLC
6 registered advisors
Arthur Leroy Goetchius
NEW YORK, New York
CRD# 1374251
Barton Wall Weisenfluh
NEW YORK, New York
CRD# 2736882
Colleen Patricia Sorrentino
NEW YORK, New York
CFA
CRD# 1714405
Gregory Dominic Viscovich
NEW YORK, New York
CRD# 2621348
Sean Michael Kelleher
NEW YORK, New York
CRD# 1726997
William Kane Lavin
NEW YORK, New York
CRD# 2703117
05
Office Locations
NEW YORK, New York
6 advisors
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Data sourced from SEC Form ADV filings. KELLEHER FINANCIAL ADVISORS, LLC (CRD# 126021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.