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Kelly Financial Services LLC
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CRD # | 291996 |
SEC # | 801-112431 |
CIK # | 0000055135 |
AUM | $345.9 MM (2023-03-28) |
Employees | 12 (42% Investors, 0% Brokers) |
Phone | 781-849-3090 |
Address | 10 Forbes Road Braintree, MA 02184 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,255 | 209.0 |
(b) Individuals (high net worth individuals) | 134 | 136.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,755 | 345.9 |
By Discretionary | ||
Discretionary | 2,484 | 317.5 |
Non-Discretionary | 271 | 28.3 |
Total | 2,755 | 345.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 345.9 | |
Total | 2,755 | 345.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
10-K | [0000055135] | |
10-Q | [0000055135] | |
3 | [0000055135] | |
4 | [0000055135] | |
5 | [0000055135] | |
8-K | [0000055135] | |
SC 13D | [0000055135] | |
SC 13G | [0000055135] |
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Holderness Investments Co
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|
NC | 0.3 |
Wahed Invest LLC
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NY | 0.3 |
Greerwalker Wealth LLC
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NC | 0.3 |
Reedmark Advisors LLC
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NJ | 0.3 |
Whitener Capital Management Inc
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NC | 0.3 |
Pointe Capital Management LLC
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MI | 0.3 |
5th Street Advisors LLC
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CT | 0.3 |
Innovis Asset Management LLC
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IL | 0.3 |
Cowen Prime Advisors LLC
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NY | 0.3 |
Jacobsen Capital Management LLC
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UT | 0.3 |