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
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts7ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Kelly And Associates
1
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.
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