Garrett
Kelley
Victory Capital Management Inc
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About this Advisor
Garrett Kelley is a financial advisor operating in Manhattan Beach, California who has 9 years of relevant experience. Kelley is on the advisory team at Victory Capital Management Inc. Over the course of their career, Kelley has held roles at Knight Capital Americas LLC, National Securities Corp, National Asset Management, Astor Investment Management and Victory Capital Advisers. Kelley maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Victory Capital Management Inc is an advisory firm that has its headquarters in San Antonio, TX. It has offices in 10 locations and a total of 510 advisors. It manages $141 billion in assets among its 3,419 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 54 charitable organizations. Of its 3,419 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. Victory Capital Management Inc has a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically are based on which service is provided. However, fee types charged by Victory Capital Management Inc likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victory Capital Management Inc Brokerage Details
$140,836,403,633
510
3,419
$41,192,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Garrett Kelley Work History
Garrett has been registered as a financial advisor for 9 years.*
Victory Capital Advisers
Astor Investment Management
Knight Capital Americas LLC
National Securities Corp
National Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Garrett Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Victory Capital Management Inc
San Antonio, TX
San Antonio, TX
Troy, MI
Manhattan Beach, CA
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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