AdvisorGrade

Financial advisers in Moorpark, CA

2 registered investment adviser firms in Moorpark managing $285M in assets, based on public SEC Form ADV filings.

Kelsey Financial, LLC

Moorpark, CA · Est. 2024

Local
Fee-based
AUM
$176M
Per adviser
$29M
Advisers
6

No reported disclosures

Aii Capital Management, LLC

Moorpark, CA · Est. 2019

Local
Fee-based
AUM
$109M
Per adviser
$109M
Advisers
1

No reported disclosures