Barbara
Kelly
Aza Capital Management
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About this Advisor
Barbara Kelly is a financial advisor operating in Chicago, Illinois with a total of 1 year of industry experience. Kelly works at Aza Capital Management. Throughout their career, Kelly has worked at Mint Private Enterprises LLC, Castleview Partners, LLC, Aza Capital Management and Interocean Capital. Kelly maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Illinois. Aza Capital Management is an advisory company based in Chicago, IL. It has a total of eight advisors. It has $268 million in assets between its 800 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 800 accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets. Aza Capital Management offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually vary depending on the type of financial services. Fee types charged by Aza Capital Management most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aza Capital Management Brokerage Details
$267,930,773
8
800
$334,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Barbara Kelly Work History
Barbara has been registered as a financial advisor for 1 years.*
Aza Capital Management
Mint Private Enterprises LLC
Castleview Partners, LLC
Interocean Capital
*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 Barbara Kelly 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 Aza Capital Management
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Grand Rapids, MI
Grand Rapids, MI
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