Kelsey Financial Revenue

Financial Services • Moorpark, California, United States • 1-10 Employees

Kelsey Financial revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Kelsey Financial

Steve Hoppel

Owner / Chief Executive Officer / Chief Compliance Officer

Company overview

Headquarters	485 E. High Street, Moorpark, California 93021, US
Phone number	+18334535739
Website	kelseyfinancial.net
NAICS	52
SIC	628
Founded	2016
Employees	1-10
Socials

Kelsey Financial Email Formats

Kelsey Financial uses 2 email formats. The most common is {first initial} (e.g., j@kelseyfinancial.net), used 50% of the time.

Format	Example	Percentage
{first initial}	j@kelseyfinancial.net	50%
{first name}	john@kelseyfinancial.net	50%

About Kelsey Financial

Kelsey Financial, LLC was founded in January 2016 but has Kelsey Financial is a California registered investment adviser offering tactical asset management, financial planning and investment objective risk management and monitoring. Through the use of our quantitative and active management style our mission is to outperform the S&P 500 total return on a risk adjusted basis. We believe that a majority of investors face anxiety over making financial decisions and that this may cause them to suffer undue losses. Actions such as taking on too much risk or not enough risk, making emotional market timing choices and misunderstanding the risks and volatility of the market as a whole can lead to an individual’s account decline. We further believe that utilizing a financial advisor offering behavioral coaching, risk management techniques, allocation strategies, and diversified tactical models, investors can gain greater confidence in investing their current assets along with building a solid road map for the future. Advisory Services offered through Kelsey Financial, LLC an SEC registered investment adviser. 485 E. High Street, Moorpark, CA 93021

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Vice President

Employees by Department

Kelsey Financial has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Kelsey Financial has never raised funding before.

Kelsey Financial Tech Stack

Discover the technologies and tools that power Kelsey Financial's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

Emotion

Development

Squarespace Commerce

Ecommerce

reCAPTCHA

Security

Google Tag Manager

Tag managers

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

Kelsey Financial is located in Moorpark, California, US.

You can reach Kelsey Financial at +18334535739.

Kelsey Financial generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Kelsey Financial has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kelsey Financial was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Kelsey Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kelsey Financial

Steve Hoppel

Owner / Chief Executive Officer / Chief Compliance Officer

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