KELLY FINANCIAL SERVICES LLC
Adviser information for KELLY FINANCIAL SERVICES LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 7 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,486 | $398.4M |
| Non-Discretionary | 334 | $28.4M |
| Total | 2,820 | $426.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,424 | $258.2M |
| HNW Individuals | 157 | $168.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-112431 |
|---|---|
| SEC ERA File Number | 801-112431 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291996 |
| Legal Entity Identifier | None |
Principal Office
10 FORBES ROADSTE 130
BRAINTREE
MA
United States
Monday - Friday, 9AM TO 6PM
Tel: 781-849-3090, Fax: 781-849-3091
Websites
Chief Compliance Officer
GREGORY P. MURRAY
SVP
10 FORBES ROAD
STE 130
BRAINTREE
MA
United States
Tel:
781-849-3090
Fax:
781-849-3091
G*********@*****************G
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MURRAY, GREGORY, PETER | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2011 | < 5% |
| KELLY, KELLY, D. | Individual | – | PRESIDENT | 10/2017 | > 75% |