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Building 2KELLY FINANCIAL SERVICES LLC

Map pinBRAINTREE, MA
Phone781-849-3090
NotebookSEC #801-112431
Total AUM
$623.6M
Employees
10
Clients
1,401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 FORBES ROAD
STE 130
BRAINTREE
MA 02184
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
781-849-3090
Other Offices
1

ReceiptFinancials

Total AUM
$623.6M
Accounts
3,094
Discretionary
$553.9M
Accounts
2,703
Non-Discretionary
$69.7M
Accounts
391

ContactClients

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Individual Clients
1,196
AUM
$317.4M
HNW Individual Clients
205
AUM
$306.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENCNENHPARISCTXVAVT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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