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KELLY FINANCIAL GROUP LLC
CRD 282172
332 ENCINITAS BLVD SUITE 100, ENCINITAS, CA, 92024, United States
Phone
7604528002
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$89.6M
Discretionary AUM
$89.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $17.3M |
| High net worth individuals | 62 | $72.3M |
All web addresses on file
Official SEC filing: View on IAPD