KELSEY FINANCIAL, LLC
CRD #314950 SEC #801-129004 MOORPARK, CA 833-453-5739
SEC Registered
Total AUM
$149.8M
Discretionary
$149.8M
Employees
7
Clients
101
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $149.8M | $149.8M | $0 | 7 | 0 |
| Feb 2024 | $138.4M | $138.4M | $0 | 8 | 3 |
| Jan 2024 | $124.6M | $124.6M | $0 | 8 | 5 |
| Jan 2024 | $124.6M | $124.6M | $0 | 8 | 5 |
| Jan 2024 | $124.6M | $124.6M | $0 | 8 | 5 |
| Oct 2023 | $124.6M | $124.6M | $0 | 7 | 5 |
DateMar 2025
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees8
Clients3
DateJan 2024
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees8
Clients5
DateJan 2024
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees8
Clients5
DateJan 2024
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees8
Clients5
DateOct 2023
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees7
Clients5