K
$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2016
- Office Locations
- 1
Office Locations
-- Hockessin DE
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.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Services
Available
Owner & Executives
J
John Paul Gulli
Investment Advisor, Owner
- CRD
- #6630555
- Ownership
- 75% or more
Available
Available
Available
H
Holly Carolyn Gulli
Investment Advisor, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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