Claim Profile
CK

Clare Mcgrory Kelly

ATAIROS MANAGEMENT, L.P.·BRYN MAWR, Pennsylvania
Unclaimed Profile
40 MORRIS AVENUE, BRYN MAWR, PA 19010CRD# 6600891Firm CRD# 281947
01

About

Clare Mcgrory Kelly is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with ATAIROS MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ATAIROS MANAGEMENT, L.P.
ATAIROS MANAGEMENT, L.P.
AUM
$7.8B
Regulatory assets under management
Employees
32
Total firm employees
Services
Pension consulting
04

Background

Compensation
Subscription fees
Other: PROFITS INTEREST
Regulatory
SEC/IARD CRD# 6600891
Firm CRD# 281947
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRYN MAWR?

Browse all registered financial advisors in BRYN MAWR, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Clare Mcgrory Kelly offer?
Clare Mcgrory Kelly specializes in Retirement Planning. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are Clare Mcgrory Kelly's credentials?
Clare Mcgrory Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clare Mcgrory Kelly located?
Clare Mcgrory Kelly is based in BRYN MAWR, Pennsylvania, working with ATAIROS MANAGEMENT, L.P.. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does Clare Mcgrory Kelly charge for services?
Clare Mcgrory Kelly's firm is compensated through subscription fees, other: profits interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATAIROS MANAGEMENT, L.P.?
ATAIROS MANAGEMENT, L.P. has approximately 32 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty