Overview
Assets Under Management: $515 million
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Frequently Asked Questions
KIELY WEALTH ADVISORY GROUP, INC. 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 #109438), KIELY WEALTH ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
KIELY WEALTH ADVISORY GROUP, INC. serves 140 high-net-worth clients according to their SEC filing dated October 30, 2024. View client details ↓
According to their SEC Form ADV, KIELY WEALTH ADVISORY GROUP, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
KIELY WEALTH ADVISORY GROUP, INC. manages $515 million in client assets according to their SEC filing dated October 30, 2024.
According to their SEC Form ADV, KIELY WEALTH ADVISORY GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 720
Discretionary Accounts: 720
Regulatory Filings
CRD Number: 109438
Last Filing Date: 2024-10-30 00:00:00
Website: https://thekielygroup.com