Overview
Assets Under Management: $274 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 68
Average Client Assets: $0.8 million
Frequently Asked Questions
KELLY FINANCIAL SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127462), KELLY FINANCIAL SERVICES is subject to fiduciary duty under federal law.
KELLY FINANCIAL SERVICES is headquartered in BRAINTREE, MA.
KELLY FINANCIAL SERVICES serves 68 high-net-worth clients according to their SEC filing dated November 02, 2017. View client details ↓
According to their SEC Form ADV, KELLY FINANCIAL SERVICES offers portfolio management for individuals and selection of other advisors. View all service details ↓
KELLY FINANCIAL SERVICES manages $274 million in client assets according to their SEC filing dated November 02, 2017.
According to their SEC Form ADV, KELLY FINANCIAL SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.00%
Average Client Assets: $0.8 million
Total Client Accounts: 2,747
Discretionary Accounts: 2,429
Non-Discretionary Accounts: 318
Regulatory Filings
CRD Number: 127462
Filing ID: 1148908
Last Filing Date: 2017-11-02 13:08:00