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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2016
- Office Locations
- 1
Office Locations
About Kendall James Advisors
Kendall James Advisors is a Hockessin-based RIA. The firm has been operating for 10 years. Managing $23.9M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on January 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Services
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Owner & Executives
John Paul Gulli
Investment Advisor, Owner
- CRD
- #6630555
- Ownership
- 75% or more
Holly Carolyn Gulli
Investment Advisor, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,900,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kendall James Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.