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KELSEY FINANCIAL, LLC

MOORPARK, CA · CRD 314950 · IAPD ↗ · kelseyfinancial.net · 833-453-5739

$176.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2024 — KELSEY FINANCIAL, LLC (MOORPARK, CA) is newly SEC-registered with $124.6M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.