Kelly Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322335
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kelly Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include asset-based fees, hourly billing, and fixed fees, which suggests a willingness to tailor engagement models to client needs. The adviser does not present itself as an active ESG investor. Its stated business activities emphasize direct advisory relationships rather than functioning as a capital allocator or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Thomas Kelly
President, CEOCRD 6432291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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