Imperial Capital Asset Management LLC
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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
Years of Experience
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Imperial Capital Asset Management LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for pooled investment vehicles
George Kelly Work History
George has 11 years of experience.
Craig-Hallum Capital Group LLC
George Kelly has no disclosures.
Please visit their SEC profile for more details.