Kelly Financial Group, LLC is a multi-state adviser based in Wethersfield. It manages $64.73 million of regulatory assets for 415 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.
Kelly Financial Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kelly Financial Group, LLC is $64.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kelly Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert Gregory Hammond is individuals with 283 clients and $43.13 million of assets under management. Among the 2 most similar advisory firms, Kelly Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $63.84 million for 295 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 Financial Group doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Robert Gregory Hammond has been acting as President since 1 Jan 2005. Scott Thomas Iles joined the executive team most recently as the Vice President.
The principal office where Kelly Financial Group, LLC performs its advisory services is located at 100 Great Meadow Road, Wethersfield, CT 06109, which is also the mailing address of the firm. An additional office of the firm is in Woodbridge, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-258-2600 or by fax 860-258-2607. The normal business hours are 9:00 am to 5:00 pm on Other. You can find more information about the New York firm at hammondiles.com.