Lawrence W. Kelly & Associates, Inc.

Lawrence W. Kelly & Associates, Inc. (CRD# 106635) is a financial advisory firm headquartered in Pasadena, CA. They manage $633,484,162 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $9,598,245
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Lawrence W. Kelly & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael C. Stewart
CRD#: 4413814
199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101
96
Wealthminder
score

Michael Stewart (CRD# 4413814) is an Investment Advisor Representative working at Lawrence W. Kelly & Associates, Inc. in Pasadena, CA and has over 14 years of experience in the finance industry.

2
Nicholas J. Welsh
CRD#: 2289695
199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101
96
Wealthminder
score

Nicholas Welsh (CRD# 2289695) is an Investment Advisor Representative working at Lawrence W. Kelly & Associates, Inc. in Pasadena, CA and has over 21 years of experience in the finance industry.

3
Lawrence W. Kelly
CRD#: 4570940
199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101
87
Wealthminder
score

Lawrence Kelly (CRD# 4570940) is an Investment Advisor Representative working at Lawrence W. Kelly & Associates, Inc. in Pasadena, CA and has 1 year of experience in the finance industry.

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