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Judy Aaron Kelly

MARSHWINDS ADVISORY COMPANY·ST SIMONS ISLAND, Georgia
Unclaimed Profile
300 MAIN STREET, STE 401, ST SIMONS ISLAND, GA 31522CRD# 4348342Firm CRD# 105518
01

About

Judy Aaron Kelly is a registered financial advisor based in ST SIMONS ISLAND, Georgia, affiliated with MARSHWINDS ADVISORY COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
MARSHWINDS ADVISORY COMPANY
MARSHWINDS ADVISORY CO
AUM
$332M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MARSHWINDS ADVISORY COMPANY →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4348342
Firm CRD# 105518
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Judy Aaron Kelly offer?
Judy Aaron Kelly specializes in Investment Management, Wealth Management. Contact their office in ST SIMONS ISLAND, Georgia for a consultation.
What are Judy Aaron Kelly's credentials?
Judy Aaron Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judy Aaron Kelly located?
Judy Aaron Kelly is based in ST SIMONS ISLAND, Georgia, working with MARSHWINDS ADVISORY COMPANY. Their office serves clients in the ST SIMONS ISLAND metropolitan area and surrounding communities.
How does Judy Aaron Kelly charge for services?
Judy Aaron Kelly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARSHWINDS ADVISORY COMPANY?
MARSHWINDS ADVISORY COMPANY has approximately 3 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST SIMONS ISLAND
Eugene Aloysius Kelly — MARSHWINDS ADVISORY COMPANY
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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