K
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2001
- Office Locations
- 1
Office Locations
1122 East Green Street Pasadena CA
About Kelmar Capital Management, LLC
Kelmar Capital Management, LLC is a Pasadena-based RIA. The firm has been operating for 24 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
24.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY WEITE WANG
PRINCIPAL
- CRD
- #2785999
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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