Overview
Assets Under Management: $506 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 5
Average Client Assets: $54 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.64
Average High-Net-Worth Client Assets: $54 million
Total Client Accounts: 3,240
Discretionary Accounts: 2,901
Non-Discretionary Accounts: 339
Regulatory Filings
CRD Number: 291996
Filing ID: 1955761
Last Filing Date: 2025-03-30 15:19:00
Website: https://kellyfinancial.org