KELLY, WILLIAM, ANTHONY
KELLY, WILLIAM, ANTHONY of BRAINTREE, MA is an SEC-registered investment adviser (CRD 127462). Regulatory assets under management: $273.6M.
Registration
- CRD: 127462
- SEC file number: 801-79474
- Type: Registered investment adviser
- Location: TEN FORBES ROAD WEST, SUITE 130, BRAINTREE, MA, 02184-2605
- Phone: 781-849-3090
- Latest filing: 2017-11-02
- Regulatory AUM: $273.6M
- Discretionary AUM: $255.7M
- Non-discretionary AUM: $17.9M
- Clients: 8
- Accounts: 2,747
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| KELLY MICHAEL ANTHONY | CHIEF COMPLIANCE OFFICER; OWNER | — |
| KELLY ROLAND D | PRESIDENT | — |
| MURRAY GREGORY PETER | CHIEF COMPLIANCE OFFICER | — |
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