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KELLY WEALTH MANAGEMENT, INC.
Tel: 248-262-7217
29100 Northwestern Highway Suite 320
Southfield, Michigan 48034
KELLY WEALTH MANAGEMENT, INC.
KELLY WEALTH MANAGEMENT, INC. is a Southfield, Michigan based financial advisory firm with nearly $112,692,652 in assets under management and provides investment advisory services for 815 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
328386
SEC#:
801-129066
No. of Clients:
815
Assets under Management
$112,692,652
No. of Advisors:
6
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