Investment adviser · CRD 140764
MARTIN KELLY CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 28, 2012
- Regulatory AUM
- $135M Form ADV · Item 5.F
- Client accounts
- 218 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Mar 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11512 EL CAMINO REAL, SUITE 370SAN DIEGO, CA, 92130, United States
CRD 140764
Filing source
Form ADV 614367 · Mar 28, 2012 · 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.