LAWRENCE W. KELLY & ASSOCIATES, INC.
Legal name: LK&A INVESTMENT COUNSEL
CRD #106635 SEC #801-24322 PASADENA, CA 626/449-9500
SEC Registered
Total AUM
$530.3M
Discretionary
$530.3M
Employees
5
Clients
--
Accounts
86
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $530.3M | $530.3M | $0 | 5 | 0 |
| Mar 2024 | $509.6M | $509.6M | $0 | 5 | 0 |
| Mar 2023 | $440.6M | $440.6M | $0 | 5 | 0 |
| Mar 2022 | $609.8M | $609.8M | $0 | 6 | 0 |
| Mar 2021 | $508.5M | $508.5M | $0 | 6 | 0 |
| Jun 2020 | $929.2M | $929.2M | $0 | 6 | 0 |
| Mar 2020 | $929.2M | $929.2M | $0 | 6 | 0 |
| Mar 2019 | $932.2M | $932.2M | $0 | 6 | 0 |
| Mar 2018 | $727.1M | $727.1M | $0 | 6 | 0 |
| Mar 2017 | $641.6M | $641.6M | $0 | 6 | 26 |
| Mar 2016 | $633.5M | $633.5M | $0 | 6 | 26 |
| Mar 2015 | $652.1M | $652.1M | $0 | 6 | 26 |
| Mar 2014 | $638.5M | $638.5M | $0 | 6 | 26 |
| Mar 2014 | $638.5M | $638.5M | $0 | 6 | 26 |
| Sep 2013 | $581.6M | $581.6M | $0 | 6 | 26 |
| Jul 2013 | $581.6M | $581.6M | $0 | 6 | 26 |
| Mar 2013 | $581.6M | $581.6M | $0 | 6 | 26 |
| Jun 2012 | $625.4M | $594.1M | $31.3M | 6 | 26 |
| Mar 2012 | $625.4M | $594.1M | $31.3M | 6 | 26 |
| Apr 2011 | $648.3M | $606.9M | $41.4M | 10 | -- |
| Mar 2011 | $648.3M | $606.9M | $41.4M | 10 | -- |
| Feb 2011 | $648.3M | $606.9M | $41.4M | 10 | -- |
| Nov 2010 | $628.4M | $587.4M | $41M | 5 | -- |
| Aug 2010 | $628.4M | $587.4M | $41M | 5 | -- |
| Mar 2010 | $628.4M | $587.4M | $41M | 5 | -- |
| Mar 2009 | $553.9M | $517.2M | $36.7M | 5 | -- |
| Mar 2007 | $722.4M | $681.1M | $41.2M | 5 | -- |
| Mar 2006 | $716.4M | $649.6M | $66.8M | 5 | -- |
| Sep 2005 | $719.8M | $638.7M | $81.2M | 5 | -- |
| Mar 2002 | $766.3M | $598.7M | $167.6M | 10 | -- |
DateMar 2025
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$609.8M
Discretionary$609.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$508.5M
Discretionary$508.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$929.2M
Discretionary$929.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$929.2M
Discretionary$929.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$932.2M
Discretionary$932.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$727.1M
Discretionary$727.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$633.5M
Discretionary$633.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$652.1M
Discretionary$652.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$638.5M
Discretionary$638.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$638.5M
Discretionary$638.5M
Non-Disc.$0
Employees6
Clients26
DateSep 2013
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees6
Clients26
DateJul 2013
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees6
Clients26
DateJun 2012
Total AUM$625.4M
Discretionary$594.1M
Non-Disc.$31.3M
Employees6
Clients26
DateMar 2012
Total AUM$625.4M
Discretionary$594.1M
Non-Disc.$31.3M
Employees6
Clients26
DateApr 2011
Total AUM$648.3M
Discretionary$606.9M
Non-Disc.$41.4M
Employees10
Clients--
DateMar 2011
Total AUM$648.3M
Discretionary$606.9M
Non-Disc.$41.4M
Employees10
Clients--
DateFeb 2011
Total AUM$648.3M
Discretionary$606.9M
Non-Disc.$41.4M
Employees10
Clients--
DateNov 2010
Total AUM$628.4M
Discretionary$587.4M
Non-Disc.$41M
Employees5
Clients--
DateAug 2010
Total AUM$628.4M
Discretionary$587.4M
Non-Disc.$41M
Employees5
Clients--
DateMar 2010
Total AUM$628.4M
Discretionary$587.4M
Non-Disc.$41M
Employees5
Clients--
DateMar 2009
Total AUM$553.9M
Discretionary$517.2M
Non-Disc.$36.7M
Employees5
Clients--
DateMar 2007
Total AUM$722.4M
Discretionary$681.1M
Non-Disc.$41.2M
Employees5
Clients--
DateMar 2006
Total AUM$716.4M
Discretionary$649.6M
Non-Disc.$66.8M
Employees5
Clients--
DateSep 2005
Total AUM$719.8M
Discretionary$638.7M
Non-Disc.$81.2M
Employees5
Clients--
DateMar 2002
Total AUM$766.3M
Discretionary$598.7M
Non-Disc.$167.6M
Employees10
Clients--