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Walter M Kelly

SBB RESEARCH GROUP LLC·NORTHBROOK, Illinois
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450 SKOKIE BLVD., NORTHBROOK, IL 60062CRD# 4729454Firm CRD# 161109
01

About

Walter M Kelly is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with SBB RESEARCH GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SBB RESEARCH GROUP LLC
SBB RESEARCH GROUP LLC
AUM
$2.5B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at SBB RESEARCH GROUP LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4729454
Firm CRD# 161109
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walter M Kelly offer?
Walter M Kelly specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Walter M Kelly's credentials?
Walter M Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter M Kelly located?
Walter M Kelly is based in NORTHBROOK, Illinois, working with SBB RESEARCH GROUP LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Walter M Kelly charge for services?
Walter M Kelly's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SBB RESEARCH GROUP LLC?
SBB RESEARCH GROUP LLC has approximately 27 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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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