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Building 2KELLY FINANCIAL SERVICES

Map pinBRAINTREE, MA
Phone781-849-3090
NotebookSEC #801-71346
Total AUM
$58.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TEN FORBES ROAD WEST
SUITE 130
BRAINTREE
MA 02184-2605
United States
Operating Hours
10AM TO 6PM
Monday - Friday
Phone
781-849-3090

ReceiptFinancials

Total AUM
$58.2M
Accounts
198
Discretionary
$58.2M
Accounts
198
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE PLANNING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR-CO-ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANH

HandshakeAffiliates

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

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