7887 East Belleview Ave.
Suite 1100
Denver, Colorado 80111
Tel: 303-499-1959
KELLY INTELLIGENCE, formally registered with the SEC as KELLY INTELLIGENCE. The firm was established in 07/13/2021. They have over 1 offices throughout the country.
KELLY INTELLIGENCE is a Denver, Colorado based Financial Planning firm with nearly $37,154,896 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315259 |
| SEC# | 801-121745 |
| Assets Managed by Firm | $37,154,896 |
| No. of Clients | 2 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $37,154,896 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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