Overview
Assets Under Management: $506 million
Headquarters: BRAINTREE, MA
High-Net-Worth Clients: 180
Average Client Assets: $1 million
Frequently Asked Questions
KELLY FINANCIAL SERVICES LLC 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 #291996), KELLY FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
KELLY FINANCIAL SERVICES LLC is headquartered in BRAINTREE, MA.
KELLY FINANCIAL SERVICES LLC serves 180 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, KELLY FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KELLY FINANCIAL SERVICES LLC manages $506 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, KELLY FINANCIAL SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,240
Discretionary Accounts: 2,901
Non-Discretionary Accounts: 339
Regulatory Filings
CRD Number: 291996
Filing ID: 2033134
Last Filing Date: 2025-12-16 09:38:52
Website: 1