Kiely Capital Management, Inc. is an adviser based in Morristown. It manages $48.11 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.
Kiely Capital Management provides financial planning services and portfolio management for individuals and small businesses. 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 Kiely Capital Management, Inc. is $48.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% 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 Kiely Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Bernard Mark Kiely has been acting as President since 1 Mar 1993. Yvonne C Kiely joined the executive team most recently as the Treasurer.
The principal office where Kiely Capital Management, Inc. performs its advisory services is located at 51 Dumont Place, Morristown, NJ 07960 4125, 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 (973) 455-1894 or by fax (973) 644-2499. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.kielycapital.com.