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Kelly Financial Group, LLC

● SEC registered since 2005CRD 136372SEC# 801-64528Wethersfield, CT
Export (members)
Reg. AUM
$387.4M
Employees
11
Accounts
2,063
Location
Wethersfield, CT

Kelly Financial Group, LLC assets under management

Kelly Financial Group, LLC is an SEC-registered investment adviser based in Wethersfield, CT. The firm has been registered since 2005. It reports $387.4 million in regulatory assets under management and employs 11 people.
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Kelly Financial Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Mary T Ledwith ControlChief Financial OfficerUnder 5%2022
Robert Gregory Hammond ControlCeo/Managing Member50-75%2005
Scott Richard Solod ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Kelly Financial Group, LLC manage?

Kelly Financial Group, LLC reports $387.4 million in regulatory assets under management on its Form ADV.

How many employees does Kelly Financial Group, LLC have?

Kelly Financial Group, LLC reports 11 employees.

Where is Kelly Financial Group, LLC located?

Kelly Financial Group, LLC is based in Wethersfield, CT and has been SEC-registered since 2005.

Does Kelly Financial Group, LLC disclose fund performance?

Kelly Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Great Meadow Road, Suite 701, Wethersfield, CT 06109
Phone860-258-2600
Fax860-258-2607
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1128066
Discloses disciplinary historyNo

Assets under management

Discretionary$387.4M
Non-discretionary$0
Total (RAUM)$387.4M