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Kelson Asset Management LLC

Headquartered in STAMFORD, CT

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Firm Information

Kelson Asset Management LLC is an investment advisor registered with the SEC. They manage approximately $173,054,694 in assets for 16 clients, primarily pooled investment vehicles. Their advisory services include portfolio management for pooled investment vehicles.

Kelson Asset Management LLC

$173.05M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

KELSON ASSET MANAGEMENT LLC has a total of 2 branch locations across the country.
location

STAMFORD, CT

location

HOBE SOUND, FL

Advisors at Kelson Asset Management LLC

View All 3 Advisors
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Brian Albert Rathjen

RA

STAMFORD, CT

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Daniel Joseph Ledva

RA

STAMFORD, CT

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Douglas Robert Dubiel

RA

HOBE SOUND, FL

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Disclosures

There are no public disclosures for Kelson Asset Management LLC.

Frequently Asked Questions (8)

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