RD KELLEY FINANCIAL GROUP

RD KELLEY FINANCIAL GROUP is an SEC-registered investment adviser (CRD 298189). Regulatory assets under management: $12.0M.

Registration

• CRD: 298189
• Type: Registered investment adviser
• Phone: 520-904-7241
• Latest filing: 2021-06-04
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 5

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298189 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search