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Building 2THE KELLY GROUP

Map pinBEL AIR, MD
Phone410-893-0560
NotebookSEC #801-119450
Total AUM
$1.1B
Employees
22
Clients
1,113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 EAST GORDON STREET
BEL AIR
MD 21014
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
410-893-0560
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,043
Discretionary
$1.1B
Accounts
2,987
Non-Discretionary
$75.5M
Accounts
56

ContactClients

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Individual Clients
840
AUM
$402.6M
HNW Individual Clients
247
AUM
$645.9M
Pension/Profit Sharing Plan Clients
14
AUM
$72.6M
Charitable Organization Clients
6
AUM
$3.5M
Corporation or Business Clients
6
AUM
$6.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAINMDMINCNHNJOHPASCTNTXVAWV

HandshakeAffiliates

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

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