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| Happy Holidays!! thanks for using AUM13F!! |
| Kelly Financial Services LLC
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|---|---|
| CRD # | 291996 |
| SEC # | 801-112431 |
| CIK # | 0000055135, 0002023336 |
| AUM | $506.5 M (2025-03-30) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 781-849-3090 |
| Address | 10 Forbes Road Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.0 | ||
| Sherwin Williams Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,221 | 271.6 |
| (b) Individuals (high net worth individuals) | 180 | 234.8 |
| (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 | 3,240 | 506.5 |
| By Discretionary | ||
| Discretionary | 2,901 | 461.6 |
| Non-Discretionary | 339 | 44.8 |
| Total | 3,240 | 506.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.5 | |
| Total | 3,240 | 506.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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|---|---|---|
|
McElhenny Sheffield Capital Management LLC
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TX | 0.5 |
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MO | 0.5 |
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Argonautica Private Wealth Management Inc
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Tempus Wealth Planning LLC
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CA | 0.5 |
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NC | 0.5 |
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Gilliland Jeter Wealth Management LLC
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AR | 0.5 |
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Allegiance Financial Group Advisory Services LLC
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VA | 0.5 |
|
Mascoma Wealth Management LLC
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NH | 0.5 |