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Building 2KELLY FINANCIAL SERVICES

Map pinBRAINTREE, MA
Phone781-849-3090
NotebookSEC #801-79474
Total AUM
$273.6M
Employees
8
Clients
754

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
Other Offices
3

ReceiptFinancials

Total AUM
$273.6M
Accounts
2,747
Discretionary
$255.7M
Accounts
2,429
Non-Discretionary
$17.9M
Accounts
318

ContactClients

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Individual Clients
686
AUM
$218.9M
HNW Individual Clients
68
AUM
$54.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR-CO-ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMAMENHRI

HandshakeAffiliates

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

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