Kelley Wright & Company, Inc. is an adviser based in Carlsbad. It manages $62.98 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.
Kelley Wright & Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kelley Wright & Company, Inc. is $62.98 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kelley Wright & Company, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kelley Ray Wright has been acting as President since 1 Apr 1998. Michael Thomas Minney joined the executive team most recently as the Vice President.
The principal office where Kelley Wright & Company, Inc. performs its advisory services is located at 2888 Loker Avenue East, Carlsbad, CA 92010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-927-5250 or by fax 866-927-5251. The normal business hours are 9:30 a.m. to 3:00 p.m. on Monday - Friday.