MORT KELLY FINANCIAL SERVICES, LLC

MORT KELLY FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 164618). Regulatory assets under management: $347K.

Registration

• CRD: 164618
• SEC file number: 802-76874
• Type: Registered investment adviser
• Phone: 504-394-9898
• Latest filing: 2026-01-06
• Regulatory AUM: $347K
• Discretionary AUM: $239K
• Non-discretionary AUM: $108K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription, Other.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search