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KELLY INTELLIGENCE

7887 East Belleview Ave.
Suite 1100
Denver, Colorado 80111
Tel: 303-499-1959

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About KELLY INTELLIGENCE

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.

Firm Information

SEC Current StatusApproved
Firm CRD#315259
SEC#801-121745
Assets Managed by Firm$37,154,896
No. of Clients2
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total2$37,154,896

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