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KELLEY INVESTMENTS
KELLEY INVESTMENTS, LLC
CRD 119099 · SEC 801-67645
CA, United States
Phone
858-350-1010
Fax
858-350-1044
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.0M
Discretionary AUM
$216.5M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $76.3M |
| High net worth individuals | 49 | $161.7M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD