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KELSEY FINANCIAL, LLC
KELSEY FINANCIAL, LLC
MOORPARK, California
·
1 registered advisor
·
CRD# 314950
SEC# 801-129004
1
833-453-5739
01
Firm Overview
AUM
$138M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KELSEY FINANCIAL, LLC
1 registered advisor
Steven Everett Hoppel
MOORPARK, California
CRD# 4845148
05
Office Locations
MOORPARK, California
1 advisor
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Data sourced from SEC Form ADV filings. KELSEY FINANCIAL, LLC (CRD# 314950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.