Kelmoore Investment Company, Inc. (Palo Alto)
Kelmoore Investment Company, Inc. is a large advisory firm based in Palo Alto. It manages $134.7 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.
Kelmoore Investment Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Kelmoore Investment Company: assets under management
The assets under management (AUM) of Kelmoore Investment Company, Inc. is $134.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Kelmoore Investment Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Kelmoore Investment Company, Inc.
David Richard Moore has been acting as President since 1 Oct 1996. Ronald Joseph Puccinelli joined the executive team most recently as the Vp Trading, Portfolio Manager, Investment Committee.
Direct owners and executive officers
Based in Palo Alto
The principal office where Kelmoore Investment Company, Inc. performs its advisory services is located at 2465 E Bayshore Rd, Palo Alto, CA 94303 3206, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 650-354-8170 or by fax 650-493-3624. The normal business hours are 8 am to 5 pm pst on Monday - Friday. You can find more information about the New York firm at www.kelmoore.com.
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