Kelly, William, Anthony is a large advisory firm based in Braintree. It manages $273.62 million of regulatory assets for 2,747 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Florida, Maine, and 3 other states.
Kelly, William, Anthony provides portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kelly, William, Anthony is $273.62 million. The firm's AUM has grown by 766% 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, William, Anthony for their services and products based on a percentage of assets under management 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Kelly D. Kelly is individuals with 686 clients and $218.89 million of assets under management. Among the 13 most similar advisory firms, Kelly, William, Anthony has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $273.62 million for 754 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, William, Anthony doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 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.
Kelly, William, Anthony is owned by William Anthony Kelly. Kelly D. Kelly has been acting as President since 1 Oct 2017. Gregory Peter Murray joined the executive team most recently as the Chief Compliance Officer.
The principal office where Kelly, William, Anthony performs its advisory services is located at Ten Forbes Road West, Braintree, MA 02184 2605, which is also the mailing address of the firm. An additional office of the firm is in Burlington, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-849-3090 or by fax 781-849-3091. The normal business hours are 10am to 6pm on Monday - Friday. You can find more information about the New York firm at kellyfinancial.org.