Assets Under Management
$1.0B
Number of Clients
335
Number of Advisors
5
Average Client AUM
$3.1M
AUM per Advisor
$205.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kelleher Financial Advisors offers individualized investment advice and asset management services. The firm operates through three divisions: KFA, Starboard Advisors, and Battery Park Capital, each with its own investment approach. Services include discretionary and non-discretionary investment management, family office consulting, and advice on various investment products.
100 Wall Street, Suite 804, New York, NY, 10005