Kelly Wood Financial Group, LLC is a large advisory firm based in Boise. It manages $150 million of regulatory assets for 991 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Idaho, Texas, Utah, and Washington.
Kelly Wood Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kelly Wood Financial Group, LLC is $150 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kelly Wood Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Kelly Wood Financial Group is high net worth individuals with 50 clients and $75 million of assets under management. Among the 9 most similar advisory firms, Kelly Wood Financial Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $150 million for 364 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kelly Wood Financial Group doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kelly Wood Financial Group, LLC performs its advisory services is located at 1101 West River Street, Boise, ID 83702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-343-2001 or by fax 208-629-8226. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at woodfinancial.com and its LinkedIn profile.