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| Kelly Financial Services LLC
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|
|---|---|
| CRD # | 291996 |
| SEC # | 801-112431 |
| CIK # | 0000055135, 0002023336 |
| AUM | $488.6 MM (2024-08-27) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 781-849-3090 |
| Address | 10 Forbes Road Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SHW | 58.1 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,187 | 266.2 |
| (b) Individuals (high net worth individuals) | 169 | 222.4 |
| (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 | 2,891 | 488.6 |
| By Discretionary | ||
| Discretionary | 2,635 | 455.9 |
| Non-Discretionary | 256 | 32.7 |
| Total | 2,891 | 488.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 488.6 | |
| Total | 2,891 | 488.6 |
| 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] | |
| 13F-HR | [0002023336] |
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|---|---|---|
|
The Central Trust Bank
✚
|
MO | 0.5 |
|
Paulson Wealth Management Inc
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|
IL | 0.5 |
|
Hamel Associates Inc
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NJ | 0.5 |
|
Bright Financial Advisors Inc
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MI | 0.5 |
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Phoenix Wealth Advisors Inc
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NC | 0.5 |
|
Fischer Financial Services Inc
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PA | 0.5 |
|
BGM Wealth Partners LLC
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|
MN | 0.5 |
|
Trinity Financial Advisors LLC
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|
OH | 0.5 |
|
Central Valley Advisors LLC
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|
CA | 0.5 |
|
Quantum Financial Services Inc
✚
|
IN | 0.5 |