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Kellett Jay Aubrey (Greenbrae)


Kellett Jay Aubrey is a large advisory firm based in Greenbrae. It manages $891.16 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Hawaii, and Nevada.

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Kellett Jay Aubrey provides portfolio management for individuals and small businesses 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.

Kellett Jay Aubrey: assets under management

The assets under management (AUM) of Kellett Jay Aubrey is $891.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $891.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kellett Jay Aubrey 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.

Based in Greenbrae

The principal office where Kellett Jay Aubrey performs its advisory services is located at 300 Drake's Landing Road, Greenbrae, CA 94904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-461-7788 or by fax 415-461-3531. The normal business hours are 6 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at www.kcmadvisors.com.


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