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
51 Dumont Place, Morristown, NJ 07960
http://www.kielycapital.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Kiely Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bernard Kiely, financial advisor Morristown NJ
Bernard M. Kiely
CRD#: 1900016
51 Dumont Place, Morristown, NJ 07960

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, financial advisor Morristown NJ
Yvonne C. Kiely
CRD#: 2662590
51 Dumont Place, Morristown, NJ 07960

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.

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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