KELLY FINANCIAL SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$623,597,927
Discretionary
$553,916,913
Non-discretionary
$69,681,014
Firm details
- CRD number
- 291996
- SEC file number
- 801-112431
- Main office
- BRAINTREE, MA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.KELLYFINANCIAL.ORG
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.