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Home > Retirement Planners > michigan > southfield > KELLY WEALTH MANAGEMENT, INC.
KELLY WEALTH MANAGEMENT, INC.
29100 Northwestern Highway
Suite 320
Southfield, Michigan 48034
Tel: 248-262-7217
About KELLY WEALTH MANAGEMENT, INC.
KELLY WEALTH MANAGEMENT, INC, formally registered with the SEC as KELLY WEALTH MANAGEMENT, INC. The firm was established in 11/15/2023. They have over 1 offices throughout the country.
KELLY WEALTH MANAGEMENT, INC. is a Southfield, Michigan based Financial Planning firm with nearly $112,692,652 assets under management, offering retirement planning & investment advisory services to 815 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328386 |
| SEC# | 801-129066 |
| Assets Managed by Firm | $112,692,652 |
| No. of Clients | 815 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 815 | $112,692,652 |
| Individuals (other than high net worth individuals) | 380 | $112,692,652 |
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