Overview
Assets Under Management: $134 million
Headquarters: ROYAL OAK, MI
High-Net-Worth Clients: 2
Average Client Assets: $67 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $67 million
Total Client Accounts: 926
Discretionary Accounts: 926
Regulatory Filings
CRD Number: 328386
Filing ID: 1956697
Last Filing Date: 2025-03-13 15:02:00
Website: https://kellycapitalpartners.com