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Byrd Mary Kelly

WHITNELL & CO·OAK BROOK, Illinois
Unclaimed Profile
701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 5904722Firm CRD# 104633
01

About

Byrd Mary Kelly is a registered financial advisor based in OAK BROOK, Illinois, affiliated with WHITNELL & CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITNELL & CO
WHITNELL & CO
AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at WHITNELL & CO →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5904722
Firm CRD# 104633
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Byrd Mary Kelly offer?
Byrd Mary Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Byrd Mary Kelly's credentials?
Byrd Mary Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Byrd Mary Kelly located?
Byrd Mary Kelly is based in OAK BROOK, Illinois, working with WHITNELL & CO. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Byrd Mary Kelly charge for services?
Byrd Mary Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITNELL & CO?
WHITNELL & CO has approximately 25 employees and manages $1.2B 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)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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