KELLY FINANCIAL SERVICES LLC

10 Forbes Road
Ste 130
Braintree, Massachusetts 02184
Tel: 781-849-3090

About KELLY FINANCIAL SERVICES LLC

KELLY FINANCIAL SERVICES LLC, formally registered with the SEC as KELLY FINANCIAL SERVICES LLC. The firm was established in 02/12/2018. They have over 2 offices throughout the country.

KELLY FINANCIAL SERVICES LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $488,597,699 assets under management, offering retirement planning & investment advisory services to 2891 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291996
SEC#	801-112431
Assets Managed by Firm	$488,597,699
No. of Clients	2891
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2891	$488,597,699
Individuals (other than high net worth individuals)	1187	$266,224,235
High net worth individuals	169	$222,373,464

More Retirement Planning firms in Braintree, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Braintree, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.