CRD: 164618
Mort Kelly Financial Services, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2012
- Office Locations
- 1
Office Locations
About Mort Kelly Financial Services, LLC
Mort Kelly Financial Services, LLC (Kelly Financial Services) focuses on retirement-focused financial planning using its “Safe Money Strategies” process—discover, analyze, develop, implement, and review. The firm assesses each client’s situation and recommends strategies in their best interest, including when insurance or investments may fit. It also offers a free online portfolio risk analysis (Riskalyze).
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Owner & Executives
MORTIMORE FRANCIS KELLY III
Chief Compliance Officer, Financial Advisor, Manager, Owner
- CRD
- #1093428
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,920 | -- |
| Non-Discretionary | $107,955 | -- |
| Total | $346,875 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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