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Hilton J Kelly

CAPITAL DESIGN PRIVATE WEALTH LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
36 MAPLEWOOD AVENUE, PORTSMOUTH, NH 03801CRD# 4303042Firm CRD# 300472
01

About

Hilton J Kelly is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with CAPITAL DESIGN PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CAPITAL DESIGN PRIVATE WEALTH LLC
CAPITAL DESIGN PRIVATE WEALTH LLC
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL DESIGN PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4303042
Firm CRD# 300472
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hilton J Kelly offer?
Hilton J Kelly specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Hilton J Kelly's credentials?
Hilton J Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hilton J Kelly located?
Hilton J Kelly is based in PORTSMOUTH, New Hampshire, working with CAPITAL DESIGN PRIVATE WEALTH LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Hilton J Kelly charge for services?
Hilton J 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 CAPITAL DESIGN PRIVATE WEALTH LLC?
CAPITAL DESIGN PRIVATE WEALTH LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
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Research
Advisor Fees in New HampshireNational Fee Analysis
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