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Building 2KIELY WEALTH ADVISORY GROUP, INC.

Map pin
Phone252-439-1888
NotebookSEC #801-55450
Total AUM
$515M
Employees
5
Clients
700

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
252-439-1888
Other Offices
4

ReceiptFinancials

Total AUM
$515M
Accounts
720
Discretionary
$515M
Accounts
720
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
550
AUM
$161M
HNW Individual Clients
140
AUM
$340M
Pension/Profit Sharing Plan Clients
10
AUM
$14M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
INVESTMENT EDUCATIONAL SEMINARS, VIDEOS AND DINNERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMDNCNYPASCTXVA

HandshakeAffiliates

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

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