|
⚲
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| Kelly Financial Services LLC
✚
|
|
|---|---|
| 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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|---|---|---|
|
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NC | 0.3 |
|
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|
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|
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|
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|
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|
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|
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