Kelly Financial Services LLC
Kelly Financial Services LLC is an SEC-registered mass-market adviser in Braintree, MA with $623.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Kelly Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291996, SEC 801-112431, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $623.6M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Braintree, MA
- Employees
- 10
- Clients
- 1,401
- CRD
- 291996
- Ownership
- MURRAY, GREGORY, PETER; KELLY, KELLY, D.
How much AUM does Kelly Financial Services LLC have?
Kelly Financial Services LLC reported $623.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Kelly Financial Services LLC?
Disclosed owners and executives of Kelly Financial Services LLC include MURRAY, GREGORY, PETER, KELLY, KELLY, D.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.