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James Kelly

INVESTMENT OFFICE RESOURCES, LLC·CLAYTON, Missouri
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8301 MARYLAND AVE, CLAYTON, MO 63105CRD# 5674737Firm CRD# 311647
01

About

James Kelly is a registered financial advisor based in CLAYTON, Missouri, affiliated with INVESTMENT OFFICE RESOURCES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
INVESTMENT OFFICE RESOURCES, LLC
INVESTMENT OFFICE RESOURCES, LLC
AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at INVESTMENT OFFICE RESOURCES, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5674737
Firm CRD# 311647
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Kelly offer?
James Kelly specializes in Investment Management. Contact their office in CLAYTON, Missouri for a consultation.
What are James Kelly's credentials?
James Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Kelly located?
James Kelly is based in CLAYTON, Missouri, working with INVESTMENT OFFICE RESOURCES, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does James Kelly charge for services?
James Kelly's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT OFFICE RESOURCES, LLC?
INVESTMENT OFFICE RESOURCES, LLC has approximately 7 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
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City Guides
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Research
Advisor Fees in MissouriNational Fee Analysis
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