Kelly And Associates

Kelly And Associates (CRD# 115473) is a financial advisory firm headquartered in Austin, TX. They manage $2,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 Cielo Center, 4th Floor, 1250 Capital Of Texas Hwy, South, Austin, TX 78746
https://davidjkelly.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $285,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kelly And Associates
Showing 1 - 1 of 1 top financial advisors.
1
David Kelly, financial advisor Austin TX
David J. Kelly
CRD#: 2142978
3 Cielo Center, 4th Floor, 1250 Capital Of Texas Hwy, South, Austin, TX 78746

David Kelly (CRD# 2142978) is an Investment Advisor Representative working at Kelly And Associates in Austin, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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