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Shawn L. Kelly

TEAKWOOD MANAGEMENT, LLC·DALLAS, Texas
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8226 DOUGLAS AVE, DALLAS, TX 75225CRD# 5234945Firm CRD# 161876
01

About

Shawn L. Kelly is a registered financial advisor based in DALLAS, Texas, affiliated with TEAKWOOD MANAGEMENT, LLC. 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
TEAKWOOD MANAGEMENT, LLC
TEAKWOOD CAPITAL
AUM
$189M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at TEAKWOOD MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5234945
Firm CRD# 161876
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn L. Kelly offer?
Shawn L. Kelly specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Shawn L. Kelly's credentials?
Shawn L. Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn L. Kelly located?
Shawn L. Kelly is based in DALLAS, Texas, working with TEAKWOOD MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Shawn L. Kelly charge for services?
Shawn L. 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 TEAKWOOD MANAGEMENT, LLC?
TEAKWOOD MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $189M in regulatory assets under management. See their Form ADV for full details.
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