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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 |
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