KELLEY WRIGHT & COMPANY, INC.

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT
CARLSBAD, California·2 registered advisors·CRD# 118358
SEC# 801-67945866-927-5250
01

Firm Overview

AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at KELLEY WRIGHT & COMPANY, INC.

2 registered advisors
Kelley Ray Wright
CARLSBAD, California
Michael Thomas Minney
CARLSBAD, California
05

Office Locations

CARLSBAD, California
2 advisors

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Data sourced from SEC Form ADV filings. KELLEY WRIGHT & COMPANY, INC. (CRD# 118358) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.