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Kelly Financial Services LLC

● SEC registered since 2018CRD 291996SEC# 801-112431Braintree, MA
Export (members)
Reg. AUM
$506.5M
Employees
11
Accounts
3,240
Location
Braintree, MA

Kelly Financial Services LLC assets under management

Kelly Financial Services LLC is an SEC-registered investment adviser based in Braintree, MA. The firm has been registered since 2018. It reports $506.5 million in regulatory assets under management and employs 11 people.
www.kellyfinancial.orgView on SEC.gov ↗

Kelly Financial Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Peter MurrayChief Compliance OfficerUnder 5%2011
Kelly D. Kelly ControlPresidentOver 75%2017

Frequently asked questions

How much does Kelly Financial Services LLC manage?

Kelly Financial Services LLC reports $506.5 million in regulatory assets under management on its Form ADV.

How many employees does Kelly Financial Services LLC have?

Kelly Financial Services LLC reports 11 employees.

Where is Kelly Financial Services LLC located?

Kelly Financial Services LLC is based in Braintree, MA and has been SEC-registered since 2018.

Does Kelly Financial Services LLC disclose fund performance?

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

Contact & registration

Address10 Forbes Road, Ste 130, Braintree, MA 02184
Phone781-849-3090
Fax781-849-3091
Office hours9a.m. To 6p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$461.6M
Non-discretionary$44.8M
Total (RAUM)$506.5M