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THE KELLY GROUP
48 East Gordon Street
Bel Air, Maryland 21014
Tel: 410-893-0560
About THE KELLY GROUP
THE KELLY GROUP, formally registered with the SEC as THE KELLY GROUP. The firm was established in 10/02/2020. They have over 3 offices throughout the country.
THE KELLY GROUP is a Bel Air, Maryland based Financial Planning firm with nearly $810,923,460 assets under management, offering retirement planning & investment advisory services to 2737 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310140 |
| SEC# | 801-119450 |
| Assets Managed by Firm | $810,923,460 |
| No. of Clients | 2737 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2737 | $810,923,460 |
| Individuals (other than high net worth individuals) | 832 | $295,352,257 |
| High net worth individuals | 203 | $446,379,544 |
| Pension and profit sharing plans | 15 | $63,548,071 |
| Charitable organizations | 5 | $2,704,996 |
| Corporations or other businesses | 5 | $2,938,592 |
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