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| Kelly Financial Services LLC
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|
|---|---|
| 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) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Sherwin Williams Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,196 | 317.4 |
| (b) Individuals (high net worth individuals) | 205 | 306.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,094 | 623.6 |
| By Discretionary | ||
| Discretionary | 2,703 | 553.9 |
| Non-Discretionary | 391 | 69.7 |
| Total | 3,094 | 623.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.6 | |
| Total | 3,094 | 623.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000055135] | |
| 10-Q | [0000055135] | |
| 3 | [0000055135] | |
| 4 | [0000055135] | |
| 5 | [0000055135] | |
| 8-K | [0000055135] | |
| SC 13D | [0000055135] | |
| SC 13G | [0000055135] | |
| 13F-HR | [0002023336] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.6 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.6 |
|
Impact Capital Partners LLC
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|
CO | 0.6 |
|
Brave Asset Management Inc
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|
NJ | 0.6 |
|
Riverview Capital Advisers LLC
✚
|
MA | 0.6 |
|
Hill Island Financial LLC
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|
MI | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.6 |
|
DHJJ Financial Advisors Ltd
✚
|
IL | 0.6 |
|
HOGE Financial Services LLC
✚
|
PA | 0.6 |
|
Aviso Wealth Management
✚
|
WA | 0.6 |