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Building 2MARTIN KELLY CAPITAL MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone858-217-5347
NotebookSEC #801-66836
Total AUM
$135.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11512 EL CAMINO REAL
SUITE 370
SAN DIEGO
CA 92130
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
858-217-5347

ReceiptFinancials

Total AUM
$135.4M
Accounts
218
Discretionary
$6.2M
Accounts
35
Non-Discretionary
$129.2M
Accounts
183

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILMDNCOHPATX

HandshakeAffiliates

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

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