Garrett
Kelley

Victory Capital Management Inc

CRD#2499725
Investment Advisor
in Manhattan Beach, CA

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About this Advisor

Garrett Kelley is a financial advisor based in Manhattan Beach, California, working with Victory Capital Management Inc. Garrett has previously held positions at Astor Investment Management and Victory Capital Advisers. Garrett has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Garrett is part of Victory Capital Management Inc, which operates out of Manhattan Beach, California. The firm has 10 offices and 481 employees. The firm manages assets totaling $151.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Victory Capital Management Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Manhattan Beach, CA

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$151,257,095,924

CA Average: $3,042,739,679
Total Number of Employees

481

CA Average: 49
Total Number of Accounts

2,923

CA Average: 2,315
Average Account Size

$51,747,210

CA Average: $1,314,358

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

2014 - Present (10 years)

Victory Capital Advisers

2014 - 2014 (< 1 year)

Astor Investment Management

Created with Highcharts 6.0.7

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

Brian Groover
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Noe Fernandez
San Antonio, TX
Christian Oconnor
San Antonio, TX
Jordan Boehne
San Antonio, TX
Ethan Fine
San Antonio, TX
Jonathan Goss
San Antonio, TX
Jon Green
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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