$9.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2003
- Office Locations
- 2
Office Locations
2 Harvard Circle Suite 400 West Palm Beach FL
-- Manchester ME
About Kelly & Associates, LLC
Kelly & Associates, LLC is a Palm BAY-based RIA with 2 offices. The firm has been operating for 23 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
68 AVG AGE
$9.4M AVG AUM / ADVISOR
$348.1K AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SEAN PATRICK KELLY
Chief Executive Officer, Owner, President
- CRD
- #1065401
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOHN JOSEPH DUVAL SR
President
- CRD
- #1338268
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,399,553 | -- |
| Total | $9,399,553 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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