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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith beaconUnison harbor
- Established Date
- 07-25-2002
- Office Locations
- 1
Office Locations
About Kiely Capital Management, Inc.
Kiely Capital Management is a Morristown, NJ fee-only RIA led by NAPFA-Registered advisor and CERTIFIED FINANCIAL PLANNER professional Bernard Kiely. The firm delivers objective financial planning and investment management to help clients build, manage, grow, and protect assets through life transitions, including asset-allocation portfolios using ETFs and mutual funds. Offers a $500 two-hour working session where clients set the agenda.
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Owner & Executives
BERNARD MARK KIELY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1900016
- Ownership
- 50% but less than 75%
YVONNE CICETTI KIELY
Investment Advisor, TREASURER
- CRD
- #2662590
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,108,595 | $829,430 |
| Non-Discretionary | $0 | -- |
| Total | $58,108,595 | $829,430 |
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Separately Managed Accounts
Total SMA Asset: $58,108,595
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $77,694,724 | 15.0% |
| Equity - Exchange | $282,290,831 | 54.5% |
| Cash | $157,979,272 | 30.5% |
| Total | $517,964,827 | 100.0% |