Overview
Assets Under Management: $515 million
High-Net-Worth Clients: 140
Average Client Assets: $2 million
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