Kelsey Financial, LLC was founded in January 2016 but has Kelsey Financial is a California registered investment adviser offering tactical asset management, financial planning and investment objective risk management and monitoring. Through the use of our quantitative and active management style our mission is to outperform the S&P 500 total return on a risk adjusted basis. We believe that a majority of investors face anxiety over making financial decisions and that this may cause them to suffer undue losses. Actions such as taking on too much risk or not enough risk, making emotional market timing choices and misunderstanding the risks and volatility of the market as a whole can lead to an individual’s account decline. We further believe that utilizing a financial advisor offering behavioral coaching, risk management techniques, allocation strategies, and diversified tactical models, investors can gain greater confidence in investing their current assets along with building a solid road map for the future. Advisory Services offered through Kelsey Financial, LLC a California registered investment adviser. 485 E. High Street, Moorpark, CA 93021
View Top Employees from Kelsey Financial, LLCWebsite | http://www.kelseyfinancial.net |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2016 |
Address | 485 E. High Street, Moorpark, California 93021, US |
Phone | (833) 453-5739 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The Kelsey Financial, LLC annual revenue was $1 million in 2024.
Kiel Holmes is the Vice President of Kelsey Financial, LLC.
5 people are employed at Kelsey Financial, LLC.
Kelsey Financial, LLC is based in Moorpark, California.
The NAICS codes for Kelsey Financial, LLC are [52, 5239, 523, 52393].
The SIC codes for Kelsey Financial, LLC are [62, 628].