Kelly Financial Services LLC
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 291996
- Registered since
- February 12, 2018
- Website
- www.kellyfinancial.org
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.9%
- HNWI49.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kelly Financial Services LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2018. The firm serves individuals and families and combines advisory work—financial planning, portfolio management for individuals and small businesses, and selection of other advisers—with insurance brokerage services. Its owner-type is listed as an individual and it operates as a capital allocator, sourcing third-party managers for clients as part of its offering. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities7%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$484M in ETFs
52%
$251M
27%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $76.3M | 99,605 | 15.78% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 10 Forbes Rd
- Time zone
- ET (UTC-5)
- Office locations
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