|
⚲
|
| Keyboard |
| Kelly Financial Services LLC
✚
|
|
|---|---|
| CRD # | 291996 |
| SEC # | 801-112431 |
| CIK # | 0000055135, 0002023336 |
| AUM | 623.6 M (2026-03-11) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 781-849-3090 |
| Address | 10 Forbes Road Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000055135 0002023336 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Sherwin Williams Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,196 | 317.4 |
| (b) Individuals (high net worth individuals) | 205 | 306.2 |
| (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 | 3,094 | 623.6 |
| By Discretionary | ||
| Discretionary | 2,703 | 553.9 |
| Non-Discretionary | 391 | 69.7 |
| Total | 3,094 | 623.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.6 | |
| Total | 3,094 | 623.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000055135] | |
| 10-Q | [0000055135] | |
| 3 | [0000055135] | |
| 4 | [0000055135] | |
| 5 | [0000055135] | |
| 8-K | [0000055135] | |
| SC 13D | [0000055135] | |
| SC 13G | [0000055135] | |
| 13F-HR | [0002023336] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-03-24 | Buy | 10,000 | $8.76 | 87,600 |
|
Kelly Services Inc KELYA
Class B Common Stock, Par Value $1
|
2026-03-24 | Buy | 100 | $13.52 | 1,352 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-03-21 | Tax withheld | 985 | $8.47 | 8,343 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-03-21 | Tax withheld | 707 | $8.47 | 5,988 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1 · derivative
|
2026-03-17 | Grant | 3,155 | $8.51 | 26,849 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1 · derivative
|
2026-03-17 | Grant | 3,155 | $8.51 | 26,849 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1 · derivative
|
2026-03-17 | Grant | 5,205 | $8.51 | 44,295 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-03-15 | Grant | 23,447 | $8.53 | 200,003 |
|
Kelly Services Inc KELYA
Class B Common Stock, Par Value $1
|
2026-03-04 | Buy | 100 | $14.77 | 1,477 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-25 | Buy | 4,000 | $9.30 | 37,200 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-23 | Buy | 10,000 | $9.43 | 94,300 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-20 | Buy | 10,000 | $9.57 | 95,700 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-18 | Buy | 1,000 | $9.58 | 9,580 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-15 | Tax withheld | 341 | $9.79 | 3,338 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-15 | Tax withheld | 178 | $9.79 | 1,743 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-15 | Tax withheld | 260 | $9.79 | 2,545 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-13 | Tax withheld | 670 | $9.79 | 6,559 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-13 | Tax withheld | 1,088 | $9.79 | 10,652 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-13 | Tax withheld | 526 | $9.79 | 5,150 |
|
Kelly Services Inc KELYA
Class A Common Stock, Par Value $1
|
2026-02-11 | Tax withheld | 1,970 | $9.91 | 19,523 |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Dimensions Family Office Inc
✚
|
OH | 625.9 M |
|
Rialto Wealth Management LLC
✚
|
NY | 625.9 M |
|
Impact Capital Partners LLC
✚
|
CO | 625.6 M |
|
Brave Asset Management Inc
✚
|
NJ | 624.3 M |
|
Riverview Capital Advisers LLC
✚
|
MA | 624.1 M |
|
Hill Island Financial LLC
✚
|
MI | 623.8 M |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 623.7 M |
|
DHJJ Financial Advisors Ltd
✚
|
IL | 623.4 M |
|
HOGE Financial Services LLC
✚
|
PA | 621.9 M |
|
Aviso Wealth Management
✚
|
WA | 621.3 M |