Investment adviser · CRD 127462
KELLY FINANCIAL SERVICES
Investment adviser filing (IA)
KELLY, WILLIAM, ANTHONY
BRAINTREE, MA, United States · Form ADV filed Nov 2, 2017
- Regulatory AUM
- $274M Form ADV · Item 5.F
- Client accounts
- 2,747 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 686 | $218,894,310 | 80.0% |
| High-net-worth individuals | 68 | $54,723,577 | 20.0% |
Filing source
Form ADV 1148908 · Nov 2, 2017 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 2, 2017. View historical filings
Reported services
Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
TEN FORBES ROAD WEST, SUITE 130BRAINTREE, MA, 02184-2605, United States
CRD 127462
Filing source
Form ADV 1148908 · Nov 2, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.