KELLY FINANCIAL GROUP, LLC

THE KELLY GROUP
BEL AIR, Maryland·6 registered advisors·CRD# 310140
SEC# 801-1194502410-893-0560
01

Firm Overview

AUM
$811M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KELLY FINANCIAL GROUP, LLC

6 registered advisors
Anika Simonne Jones
BEL AIR, Maryland
Bryan Elliott Kelly
BEL AIR, Maryland
Chad Thomas Arrington
BEL AIR, Maryland
Charles Robert Wolpoff
BEL AIR, Maryland
Katherine Virginia Kelly
BEL AIR, Maryland
Thomas Joseph Cusick
BEL AIR, Maryland
05

Office Locations

BEL AIR, Maryland
6 advisors

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Data sourced from SEC Form ADV filings. KELLY FINANCIAL GROUP, LLC (CRD# 310140) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.