The Keller Group Investment Management, Inc (Irvine)

The Keller Group Investment Management, Inc is a large advisory firm based in Irvine. It manages $1.25 billion of regulatory assets for 2,037 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 14 other states.

The Keller Group Investment Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Keller Group Investment Management: assets under management

The assets under management (AUM) of The Keller Group Investment Management, Inc is $1.25 billion. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.2 billion in discretionary accounts and $48.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $596.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Keller Group Investment Management, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Keller Group Investment Management, Inc

Ulrich Emanuel Keller has been acting as President since 1 Dec 1989. Inc. Keller Financial Group joined the executive team most recently as the 100% Stock Ownership.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Irvine

The principal office where The Keller Group Investment Management, Inc performs its advisory services is located at 18101 Von Karman Ave, Irvine, CA 92612 1051, 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 949-476-0300 or by fax 949-475-1456. The normal business hours are 7:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.kellerinvest.com.

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