Kelley Wright & Company, Inc. (Carlsbad)

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.

Kelley Wright & Company: assets under management

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 firm manages $43.11 million in discretionary accounts and $19.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.05 million.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kelley Wright & Company, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kelley Ray Wright	President	1 Apr 1998	75% - 100%	1356322
Michael Thomas Minney	Vice president	1 Jul 2005	Other	1951583

Based in Carlsbad

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.