PPrivate Fund Data Log in Join · $37/mo

The Kelly Family Revocable Trust

OwnerKelly Financial Group, LLC

About The Kelly Family Revocable Trust

The Kelly Family Revocable Trust is listed as Owner at Kelly Financial Group, LLC in Bel Air, MD. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kelly Financial Group, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does The Kelly Family Revocable Trust work?

The Kelly Family Revocable Trust is listed as Owner at Kelly Financial Group, LLC on SEC Form ADV.

How much of Kelly Financial Group, LLC does The Kelly Family Revocable Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Kelly Financial Group, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2021