KELLEHER FINANCIAL ADVISORS, LLC
CRD #126021 SEC #801-62029 NEW YORK, NY 212-709-9400
SEC Registered
Total AUM
$1B
Discretionary
$621.5M
Employees
16
Clients
101
Accounts
648
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1B | $621.5M | $404M | 16 | 0 |
| Mar 2025 | $1B | $621.5M | $404M | 16 | 0 |
| Apr 2024 | $573.6M | $554.9M | $18.7M | 16 | 0 |
| Apr 2024 | $573.6M | $554.9M | $18.7M | 16 | 0 |
| Mar 2024 | $573.6M | $554.9M | $18.7M | 16 | 290 |
| Jan 2024 | $470.7M | $470.7M | $0 | 14 | 0 |
| Dec 2023 | $470.7M | $470.7M | $0 | 14 | 0 |
| Oct 2023 | $470.7M | $470.7M | $0 | 14 | 0 |
| Jul 2023 | $470.7M | $470.7M | $0 | 14 | 0 |
| Mar 2023 | $470.7M | $470.7M | $0 | 14 | 0 |
| Jan 2023 | $554.7M | $554.7M | $0 | 11 | 0 |
| Dec 2022 | $554.7M | $554.7M | $0 | 11 | 0 |
| Nov 2022 | $554.7M | $554.7M | $0 | 11 | 0 |
| Aug 2022 | $554.7M | $554.7M | $0 | 11 | 671 |
| Jun 2022 | $554.7M | $554.7M | $0 | 11 | 671 |
| Jun 2022 | $554.7M | $554.7M | $0 | 11 | 671 |
| May 2022 | $554.7M | $554.7M | $0 | 11 | 671 |
| Mar 2022 | $554.7M | $554.7M | $0 | 11 | 671 |
| Mar 2021 | $469.7M | $469.7M | $0 | 10 | 635 |
| Oct 2020 | $426.6M | $426.6M | $0 | 10 | 606 |
| Jun 2020 | $426.6M | $426.6M | $0 | 10 | 606 |
| Mar 2020 | $426.6M | $426.6M | $0 | 10 | 606 |
| Mar 2019 | $343.5M | $343.5M | $0 | 9 | 535 |
| Feb 2019 | $372.9M | $372.9M | $0 | 9 | 502 |
| Nov 2018 | $372.9M | $372.9M | $0 | 9 | 502 |
| Mar 2018 | $372.9M | $372.9M | $0 | 9 | 502 |
| Oct 2017 | $295M | $295M | $0 | 11 | 225 |
| Oct 2017 | $295M | $295M | $0 | 11 | 225 |
| Sep 2017 | $295M | $295M | $0 | 11 | 300 |
| Apr 2017 | $295M | $295M | $0 | 11 | 300 |
| Mar 2017 | $295M | $295M | $0 | 11 | 300 |
| Mar 2016 | $256.5M | $256.5M | $0 | 15 | 300 |
| Feb 2016 | $303.4M | $303.4M | $0 | 7 | 300 |
| Jan 2016 | $303.4M | $303.4M | $0 | 7 | 300 |
| Dec 2015 | $303.4M | $303.4M | $0 | 7 | 300 |
| May 2015 | $303.4M | $303.4M | $0 | 7 | 300 |
| Mar 2015 | $303.4M | $303.4M | $0 | 7 | 300 |
| May 2014 | $292.1M | $292.1M | $0 | 7 | 300 |
| Mar 2014 | $292.1M | $292.1M | $0 | 7 | 300 |
| Oct 2013 | $254.1M | $254.1M | $0 | 7 | 300 |
| Mar 2013 | $254.1M | $254.1M | $0 | 7 | 300 |
| Jun 2012 | $235.5M | $228.6M | $6.9M | 6 | 300 |
| Feb 2012 | $235.5M | $228.6M | $6.9M | 6 | 300 |
| Apr 2011 | $256.1M | $244.8M | $11.3M | 10 | -- |
| Mar 2011 | $215.6M | $204.3M | $11.3M | 10 | -- |
| Mar 2011 | $189.9M | $159.7M | $30.3M | 10 | -- |
| Aug 2010 | $189.9M | $159.7M | $30.3M | 10 | -- |
| Aug 2010 | $189.9M | $159.7M | $30.3M | 10 | -- |
| May 2010 | $189.9M | $159.7M | $30.3M | 10 | -- |
| Jan 2010 | $189.9M | $159.7M | $30.3M | 10 | -- |
| Jul 2009 | $77.9M | $77.9M | $0 | 10 | -- |
| Feb 2009 | $77.9M | $77.9M | $0 | 10 | -- |
| Mar 2008 | $114.6M | $114.6M | $0 | 5 | -- |
| Mar 2007 | $106.5M | $106.5M | $0 | 5 | -- |
| Dec 2006 | $92.9M | $92.9M | $0 | 5 | -- |
| Feb 2006 | $76.5M | $76.5M | $0 | 5 | -- |
| Aug 2004 | $30.4M | $22.3M | $8.1M | 10 | -- |
| Oct 2003 | $30.4M | $22.3M | $8.1M | 10 | -- |
DateApr 2025
Total AUM$1B
Discretionary$621.5M
Non-Disc.$404M
Employees16
Clients0
DateMar 2025
Total AUM$1B
Discretionary$621.5M
Non-Disc.$404M
Employees16
Clients0
DateApr 2024
Total AUM$573.6M
Discretionary$554.9M
Non-Disc.$18.7M
Employees16
Clients0
DateApr 2024
Total AUM$573.6M
Discretionary$554.9M
Non-Disc.$18.7M
Employees16
Clients0
DateMar 2024
Total AUM$573.6M
Discretionary$554.9M
Non-Disc.$18.7M
Employees16
Clients290
DateJan 2024
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees14
Clients0
DateDec 2023
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees14
Clients0
DateJul 2023
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$470.7M
Discretionary$470.7M
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients0
DateDec 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients0
DateAug 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients671
DateJun 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients671
DateJun 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients671
DateMay 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients671
DateMar 2022
Total AUM$554.7M
Discretionary$554.7M
Non-Disc.$0
Employees11
Clients671
DateMar 2021
Total AUM$469.7M
Discretionary$469.7M
Non-Disc.$0
Employees10
Clients635
DateOct 2020
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees10
Clients606
DateJun 2020
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees10
Clients606
DateMar 2020
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees10
Clients606
DateMar 2019
Total AUM$343.5M
Discretionary$343.5M
Non-Disc.$0
Employees9
Clients535
DateFeb 2019
Total AUM$372.9M
Discretionary$372.9M
Non-Disc.$0
Employees9
Clients502
DateNov 2018
Total AUM$372.9M
Discretionary$372.9M
Non-Disc.$0
Employees9
Clients502
DateMar 2018
Total AUM$372.9M
Discretionary$372.9M
Non-Disc.$0
Employees9
Clients502
DateOct 2017
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees11
Clients225
DateOct 2017
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees11
Clients225
DateSep 2017
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees11
Clients300
DateApr 2017
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees11
Clients300
DateMar 2017
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees11
Clients300
DateMar 2016
Total AUM$256.5M
Discretionary$256.5M
Non-Disc.$0
Employees15
Clients300
DateFeb 2016
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees7
Clients300
DateJan 2016
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees7
Clients300
DateDec 2015
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees7
Clients300
DateMay 2015
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees7
Clients300
DateMay 2014
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees7
Clients300
DateMar 2014
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees7
Clients300
DateOct 2013
Total AUM$254.1M
Discretionary$254.1M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$254.1M
Discretionary$254.1M
Non-Disc.$0
Employees7
Clients300
DateJun 2012
Total AUM$235.5M
Discretionary$228.6M
Non-Disc.$6.9M
Employees6
Clients300
DateFeb 2012
Total AUM$235.5M
Discretionary$228.6M
Non-Disc.$6.9M
Employees6
Clients300
DateApr 2011
Total AUM$256.1M
Discretionary$244.8M
Non-Disc.$11.3M
Employees10
Clients--
DateMar 2011
Total AUM$215.6M
Discretionary$204.3M
Non-Disc.$11.3M
Employees10
Clients--
DateMar 2011
Total AUM$189.9M
Discretionary$159.7M
Non-Disc.$30.3M
Employees10
Clients--
DateAug 2010
Total AUM$189.9M
Discretionary$159.7M
Non-Disc.$30.3M
Employees10
Clients--
DateAug 2010
Total AUM$189.9M
Discretionary$159.7M
Non-Disc.$30.3M
Employees10
Clients--
DateMay 2010
Total AUM$189.9M
Discretionary$159.7M
Non-Disc.$30.3M
Employees10
Clients--
DateJan 2010
Total AUM$189.9M
Discretionary$159.7M
Non-Disc.$30.3M
Employees10
Clients--
DateJul 2009
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$30.4M
Discretionary$22.3M
Non-Disc.$8.1M
Employees10
Clients--
DateOct 2003
Total AUM$30.4M
Discretionary$22.3M
Non-Disc.$8.1M
Employees10
Clients--