Kelly Financial Group LLC
Kelly Financial Group LLC (CRD# 282172) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $2,665,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$106,600
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses