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Kelleher Financial Advisors, LLC

● SEC registered since 2003CRD 126021SEC# 801-62029New York, NY
Export (members)
Reg. AUM
$1.15B
Employees
13
Accounts
749
Location
New York, NY

Kelleher Financial Advisors, LLC assets under management

Kelleher Financial Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2003. It reports $1.2 billion in regulatory assets under management and employs 13 people.
www.starboardadvisorsllc.comView on SEC.gov ↗

Kelleher Financial Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Arthur Leroy Goetchius ControlChief Executive Officer/ ManagerUnder 5%2006
Barton Wall Weisenfluh ControlManager/ Chief Executive Officer, Starboard DivisionUnder 5%2022
Colleen Patricia Sorrentino ControlChief Investment Officer/ ManagerUnder 5%2000
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Frequently asked questions

How much does Kelleher Financial Advisors, LLC manage?

Kelleher Financial Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Kelleher Financial Advisors, LLC have?

Kelleher Financial Advisors, LLC reports 13 employees.

Where is Kelleher Financial Advisors, LLC located?

Kelleher Financial Advisors, LLC is based in New York, NY and has been SEC-registered since 2003.

Does Kelleher Financial Advisors, LLC disclose fund performance?

Kelleher Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Wall Street, Suite 1501, New York, NY 10005
Phone212-709-9400
Fax212-709-9870
Office hours8:30 - 5:30
SEC regionNew York Regional Office (NYRO)
CIK1507971
Discloses disciplinary historyNo

Regulatory AUM

$1.15B▲ 12%
Mar '25 — $1.03BApr '25 — $1.03BMay '25 — $1.03BJun '25 — $1.03BJul '25 — $1.03BAug '25 — $1.03BSep '25 — $1.03BOct '25 — $1.03BNov '25 — $1.03BDec '25 — $1.03BJan '26 — $1.03BFeb '26 — $1.03BMar '26 — $1.15BApr '26 — $1.15BMay '26 — $1.15BJun '26 — $1.15B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$1.15Bregulatory AUM
Discretionary $631.8MNon-discretionary $521.6M