Kiely Capital Management, Inc.
Kiely Capital Management, Inc. (CRD# 121480) is a financial advisory firm headquartered in Morristown, NJ. They manage $52,691,657 in 127 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kiely Capital Management, Inc.
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$414,895
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at Kiely Capital Management, Inc.
1
Bernard Kiely (CRD# 1900016) is an Investment Advisor Representative working at Kiely Capital Management, Inc. in Morristown, NJ and has over 34 years of experience in the finance industry.
2
Yvonne Kiely (CRD# 2662590) is an Investment Advisor Representative working at Kiely Capital Management, Inc. in Morristown, NJ and has 1 year of experience in the finance industry.
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