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Kathryn Kei Burr

KIELY WEALTH ADVISORY GROUP, INC.·GREENVILLE, North Carolina
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1290 EAST ARLINGTON BLVD, GREENVILLE, NC 27858CRD# 4792628Firm CRD# 109438
01

About

Kathryn Kei Burr is a registered financial advisor based in GREENVILLE, North Carolina, affiliated with KIELY WEALTH ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KIELY WEALTH ADVISORY GROUP, INC.
KIELY WEALTH ADVISORY GROUP, INC.
AUM
$515M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KIELY WEALTH ADVISORY GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4792628
Firm CRD# 109438
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Kei Burr offer?
Kathryn Kei Burr specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENVILLE, North Carolina for a consultation.
What are Kathryn Kei Burr's credentials?
Kathryn Kei Burr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Kei Burr located?
Kathryn Kei Burr is based in GREENVILLE, North Carolina, working with KIELY WEALTH ADVISORY GROUP, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Kathryn Kei Burr charge for services?
Kathryn Kei Burr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIELY WEALTH ADVISORY GROUP, INC.?
KIELY WEALTH ADVISORY GROUP, INC. has approximately 5 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Joseph Kinch Kiely — KIELY WEALTH ADVISORY GROUP, INC.David Ronald Damm — CAROLINA WEALTH MANAGEMENT, INC.Derek Sanderson Pszenny — CAROLINA WEALTH MANAGEMENT, INC.David Walter Silver — CAROLINA WEALTH MANAGEMENT, INC.Dennis Robert Berry — CAROLINA WEALTH MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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