D.M. Kelly & Company

Overview

D.M. Kelly & Company is organized as a corporation and has been SEC-registered since 1995. FINTRX classifies the firm as an investment bank; ownership is listed under a domestic entity and an individual. The dataset indicates the firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not a multi-state adviser. It is also not marked as a pension consultant or a related adviser in the FINTRX snapshot. The firm did not provide breakdowns of advisory activities, business lines, client segments, or fee structure in the available record, so its client-facing services and product mix are not documented in this source.

Assets & Accounts

Location & Offices