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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOPPEL, STEVEN, EVERETT | I | OWNER, CEO, CCO, CIO, IAR | E | Control |
| HOPPEL, STEVEN, EVERETT | I | OWNER, CEO, CCO, CIO, IAR | E | Control |
| HOPPEL, STEVEN, EVERETT | I | OWNER, CEO, CCO, CIO, IAR | E | Control |
| HOPPEL, STEVEN, EVERETT | I | OWNER, CEO, CCO, CIO, IAR | E | Control |
| HOPPEL, STEVEN, EVERETT | I | OWNER, CEO, CCO, CIO, IAR | E | Control |
| HOPPEL, STEVEN, EVERETT | I | OWNER, CEO, CCO, CIO, IAR | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (4)
CA NV OR TX
Address
485 E. HIGH STREETMOORPARK, CA 93021
United States
Phone: 833-453-5739