Dakota
Dakota
Book a Demo
Talk to an Expert

Kelsey Financial, LLC

EST. AUM
$149,798,910

CONTACTS
5

CLIENT ACCOUNTS
263

Firm Details

Metro area Los Angeles
CRD Number 314950
Website kelseyfinancial.net
Client types

Overview

The company operates as an independent financial advisory firm focused on helping clients develop, implement, and manage personalized financial plans to improve their lives. Advisors emphasize building long-term client relationships based on both financial knowledge and personal rapport. For further details, explore their dedication to surpassing client expectations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy