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Lawrence W. Kelly & Associates, Inc.

● SEC registered since 1985CRD 106635SEC# 801-24322Pasadena, CA
Export (members)
Reg. AUM
$530.3M
Employees
5
Accounts
86
Location
Pasadena, CA

Lawrence W. Kelly & Associates, Inc. assets under management

Lawrence W. Kelly & Associates, Inc. is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 1985. It reports $530.3 million in regulatory assets under management and employs 5 people.
lkainvestments.comView on SEC.gov ↗

Lawrence W. Kelly & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Michael Clay Stewart ControlChief Compliance OfficerUnder 5%2013
Nicholas J Welsh ControlChief Executive Officer, Director And ShareholderOver 75%2004

Frequently asked questions

How much does Lawrence W. Kelly & Associates, Inc. manage?

Lawrence W. Kelly & Associates, Inc. reports $530.3 million in regulatory assets under management on its Form ADV.

How many employees does Lawrence W. Kelly & Associates, Inc. have?

Lawrence W. Kelly & Associates, Inc. reports 5 employees.

Where is Lawrence W. Kelly & Associates, Inc. located?

Lawrence W. Kelly & Associates, Inc. is based in Pasadena, CA and has been SEC-registered since 1985.

Does Lawrence W. Kelly & Associates, Inc. disclose fund performance?

Lawrence W. Kelly & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101-2461
Phone626/449-9500
Fax626/449-9566
Office hours7:00 a.m. - 4:30 p.m. Pacific
SEC regionLos Angeles Regional Office (LARO)
CIK920441
Discloses disciplinary historyNo

Assets under management

Discretionary$530.3M
Non-discretionary$0
Total (RAUM)$530.3M