KIELY WEALTH ADVISORY GROUP, INC.

2 registered advisors·CRD# 109438
SEC# 801-554504252-439-1888
01

Firm Overview

AUM
$515M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at KIELY WEALTH ADVISORY GROUP, INC.

2 registered advisors
Joseph Kinch Kiely
GREENVILLE, North Carolina
Kathryn Kei Burr
GREENVILLE, North Carolina
05

Office Locations

GREENVILLE, North Carolina
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KIELY WEALTH ADVISORY GROUP, INC. (CRD# 109438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.