Unclaimed Profile

Tony Edward Kelly

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION·LARKSPUR, California

Clean recordBONDBLOXX INVESTMENT MANAGEMENT CORPORATION

700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2797007Firm CRD# 317318

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tony Edward Kelly · LARKSPUR, CA

Registration

CRD #2797007 · BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tony Edward Kelly is a registered financial advisor based in LARKSPUR, California, affiliated with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

BONDBLOXX

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2797007

Firm CRD# 317318

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tony Edward Kelly offer?

Tony Edward Kelly specializes in Investment Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.

What are Tony Edward Kelly's credentials?

Tony Edward Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tony Edward Kelly located?

Tony Edward Kelly is based in LARKSPUR, California, working with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Tony Edward Kelly charge for services?

Tony Edward Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BONDBLOXX INVESTMENT MANAGEMENT CORPORATION?

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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