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Joseph Daniel Kelly

CAMPBELL & COMPANY INVESTMENT ADVISER LLC·BALTIMORE, Maryland
Unclaimed Profile
2850 QUARRY LAKE DRIVE, BALTIMORE, MD 21209CRD# 4123304Firm CRD# 134332
01

About

Joseph Daniel Kelly is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CAMPBELL & COMPANY INVESTMENT ADVISER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CAMPBELL & COMPANY INVESTMENT ADVISER LLC
CAMPBELL & COMPANY INVESTMENT ADVISER LLC
AUM
$2.5B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at CAMPBELL & COMPANY INVESTMENT ADVISER LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4123304
Firm CRD# 134332
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Daniel Kelly offer?
Joseph Daniel Kelly specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Joseph Daniel Kelly's credentials?
Joseph Daniel Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Daniel Kelly located?
Joseph Daniel Kelly is based in BALTIMORE, Maryland, working with CAMPBELL & COMPANY INVESTMENT ADVISER LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Joseph Daniel Kelly charge for services?
Joseph Daniel 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 CAMPBELL & COMPANY INVESTMENT ADVISER LLC?
CAMPBELL & COMPANY INVESTMENT ADVISER LLC has approximately 65 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 Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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