SEC Form ADV · CIK 1507971

KELLEHER FINANCIAL ADVISORS, LLC

Firm profile: Kelleher Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$1.2B

Assets Under Management

749

Total Clients

Employees

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Registration Details

CIK: 1507971
Accession: CRD-126021
Location: NEW YORK, NY
Filing Date: April 14, 2026
AUM: $1.2B
Total Clients: 749
Institutional Clients: 1
Employees: 13
Amendment: No
SEC EDGAR: View original filing →

Client Types

$1 billion - $10 billion

About this Adviser

KELLEHER FINANCIAL ADVISORS, LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $1.2B in assets across 749 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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