Overview
Assets Under Management: $953 million
Headquarters: BEL AIR, MD
High-Net-Worth Clients: 14
Average Client Assets: $24 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.63
Average High-Net-Worth Client Assets: $24 million
Total Client Accounts: 2,936
Discretionary Accounts: 2,845
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 310140
Filing ID: 1951203
Last Filing Date: 2025-03-31 12:51:00
Website: https://kellyria.com