George
Kelly

Imperial Capital Asset Management LLC

CRD#5370816
Investment Advisor
in Los Angeles, CA
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About this Advisor

George Kelly is a chartered financial analyst based out of Los Angeles, California, with 11 years of work experience. Kelly is an advisor for Imperial Capital Asset Management LLC. The advisor has gained experience at Stifel, Craig-Hallum Capital Group LLC and Imperial Capital. Kelly maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California. Imperial Capital Asset Management LLC is a registered investment business that has its headquarters in Los Angeles, California. It manages $162 million in assets between its two customer accounts, making it one of the mid-sized firms in the United States by assets under management. The company provides a set of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management typically depend on which services are offered. Fee types billed by Imperial Capital Asset Management LLC can include any blend of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Disclosures

No

Office Location

10100 Santa Monica Blvd. Suite 2400
Los Angeles, CA 90067

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Imperial Capital Asset Management LLC Brokerage Details

Total Assets Under Management

$120,574,054

CA Average: $7,578,581,321
Total Number of Employees

24

CA Average: 43
Total Number of Accounts

1

CA Average: 3,727
Average Account Size

$120,574,054

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Other

George Kelly Work History

George has 11 years of experience.

2016 - Present (3 years)

Imperial Capital

2009 - 2016 (7 years)

Craig-Hallum Capital Group LLC

2007 - 2009 (2 years)

Stifel

Disclosures

George Kelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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