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Building 2KELLY WEALTH MANAGEMENT, INC.

Map pinROYAL OAK, MI
Phone248-262-7217
NotebookSEC #801-129066
Total AUM
$160.6M
Employees
6
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26676 WOODWARD AVENUE
ROYAL OAK
MI 48067
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
248-262-7217

ReceiptFinancials

Total AUM
$160.6M
Accounts
900
Discretionary
$160.6M
Accounts
900
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
529
AUM
$160.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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

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