KELLY, WILLIAM, ANTHONY
Legal name: KELLY FINANCIAL SERVICES
CRD #127462 SEC #801-79474 BRAINTREE, MA 781-849-3090
SEC Registered
Total AUM
$273.6M
Discretionary
$255.7M
Employees
8
Clients
0
Accounts
2,747
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2017 | $273.6M | $255.7M | $17.9M | 8 | 0 |
| Mar 2017 | $219.5M | $201.9M | $17.6M | 9 | 600 |
| Apr 2016 | $176.7M | $176.7M | $0 | 10 | 400 |
| Mar 2016 | $176.7M | $176.7M | $0 | 10 | 400 |
| Jan 2016 | $150M | $150M | $0 | 5 | 341 |
| Apr 2015 | $150M | $150M | $0 | 5 | 341 |
| Mar 2015 | $150M | $150M | $0 | 5 | 341 |
| Mar 2014 | $134.7M | $134.7M | $0 | 2 | 300 |
| Jun 2012 | $58.2M | $58.2M | $0 | 6 | 203 |
| May 2012 | $58.2M | $58.2M | $0 | 6 | 203 |
| Apr 2012 | $58.2M | $58.2M | $0 | 6 | 203 |
| Apr 2012 | $58.2M | $58.2M | $0 | 6 | 203 |
| Mar 2012 | $58.2M | $0 | $58.2M | 6 | 203 |
| Mar 2012 | $58.2M | $0 | $58.2M | 6 | 203 |
| Nov 2011 | $61.8M | $0 | $61.8M | 6 | 101 |
| Jul 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Jun 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Jun 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| May 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Mar 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Mar 2011 | $61.8M | $0 | $61.8M | 10 | -- |
| Dec 2010 | $31.6M | $31.6M | $0 | 10 | -- |
| Oct 2010 | $31.6M | $31.6M | $0 | 10 | -- |
| Sep 2010 | $31.6M | $31.6M | $0 | 10 | -- |
| Aug 2010 | $31.6M | $31.6M | $0 | 10 | -- |
| Jun 2010 | $31.6M | $31.6M | $0 | 10 | -- |
| May 2010 | $31.6M | $31.6M | $0 | 10 | -- |
| Apr 2010 | $31.6M | $31.6M | $0 | 10 | -- |
DateNov 2017
Total AUM$273.6M
Discretionary$255.7M
Non-Disc.$17.9M
Employees8
Clients0
DateMar 2017
Total AUM$219.5M
Discretionary$201.9M
Non-Disc.$17.6M
Employees9
Clients600
DateApr 2016
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees10
Clients400
DateMar 2016
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees10
Clients400
DateJan 2016
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients341
DateApr 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients341
DateMar 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients341
DateMar 2014
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees2
Clients300
DateJun 2012
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees6
Clients203
DateMay 2012
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees6
Clients203
DateApr 2012
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees6
Clients203
DateApr 2012
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees6
Clients203
DateMar 2012
Total AUM$58.2M
Discretionary$0
Non-Disc.$58.2M
Employees6
Clients203
DateMar 2012
Total AUM$58.2M
Discretionary$0
Non-Disc.$58.2M
Employees6
Clients203
DateNov 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees6
Clients101
DateJul 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateJun 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateJun 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateMay 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateMar 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateMar 2011
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateDec 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees10
Clients--