ROBERT SOMERVILLE KELLING JR.
Legal name: KELLING INVESTMENT ADVISORS
CRD #134081 SEC #801-64154 BERKELEY, CA 510-898-3468
SEC Registered
Total AUM
$46M
Discretionary
$46M
Employees
5
Clients
10
Accounts
84
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLING, ROBERT, SOMERVILLE | I | PRINCIPAL | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | PRINCIPAL | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | PRINCIPAL | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | PRINCIPAL | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | PRINCIPAL | E | Control |
| KELLING, ROBERT, SOMERVILLE | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 21, 2007 REGISTERED
Notice Filings (1)
CA
Address
596 GRIZZLY PEAK BLVDBERKELEY, CA 94708
USA
Phone: 510-898-3468