KELLY FINANCIAL SERVICES LLC
CRD #291996 SEC #801-112431 BRAINTREE, MA 781-849-3090
SEC Registered
Total AUM
$506.5M
Discretionary
$461.6M
Employees
11
Clients
0
Accounts
3,240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $506.5M | $461.6M | $44.8M | 11 | 0 |
| Mar 2025 | $506.5M | $461.6M | $44.8M | 11 | 0 |
| Nov 2024 | $488.6M | $455.9M | $32.7M | 11 | 0 |
| Aug 2024 | $488.6M | $455.9M | $32.7M | 11 | 0 |
| Jun 2024 | $426.8M | $398.4M | $28.4M | 11 | 0 |
| Mar 2024 | $426.8M | $398.4M | $28.4M | 11 | 0 |
| Mar 2023 | $345.9M | $317.5M | $28.3M | 12 | 0 |
| Mar 2022 | $391.2M | $364.3M | $27M | 13 | 0 |
| Mar 2021 | $323.2M | $304.7M | $18.5M | 12 | 0 |
| Jun 2020 | $317.1M | $299M | $18.1M | 12 | 0 |
| Mar 2020 | $317.1M | $299M | $18.1M | 12 | 0 |
| Sep 2019 | $272.5M | $253.5M | $19.1M | 10 | 0 |
| Mar 2019 | $272.5M | $253.5M | $19.1M | 10 | 0 |
| Oct 2018 | $301.2M | $281.3M | $20M | 7 | 0 |
| Apr 2018 | $301.2M | $281.3M | $20M | 7 | 0 |
| Jan 2018 | $301.2M | $281.3M | $20M | 7 | 0 |
DateDec 2025
Total AUM$506.5M
Discretionary$461.6M
Non-Disc.$44.8M
Employees11
Clients0
DateMar 2025
Total AUM$506.5M
Discretionary$461.6M
Non-Disc.$44.8M
Employees11
Clients0
DateNov 2024
Total AUM$488.6M
Discretionary$455.9M
Non-Disc.$32.7M
Employees11
Clients0
DateAug 2024
Total AUM$488.6M
Discretionary$455.9M
Non-Disc.$32.7M
Employees11
Clients0
DateJun 2024
Total AUM$426.8M
Discretionary$398.4M
Non-Disc.$28.4M
Employees11
Clients0
DateMar 2024
Total AUM$426.8M
Discretionary$398.4M
Non-Disc.$28.4M
Employees11
Clients0
DateMar 2023
Total AUM$345.9M
Discretionary$317.5M
Non-Disc.$28.3M
Employees12
Clients0
DateMar 2022
Total AUM$391.2M
Discretionary$364.3M
Non-Disc.$27M
Employees13
Clients0
DateMar 2021
Total AUM$323.2M
Discretionary$304.7M
Non-Disc.$18.5M
Employees12
Clients0
DateJun 2020
Total AUM$317.1M
Discretionary$299M
Non-Disc.$18.1M
Employees12
Clients0
DateMar 2020
Total AUM$317.1M
Discretionary$299M
Non-Disc.$18.1M
Employees12
Clients0
DateSep 2019
Total AUM$272.5M
Discretionary$253.5M
Non-Disc.$19.1M
Employees10
Clients0
DateMar 2019
Total AUM$272.5M
Discretionary$253.5M
Non-Disc.$19.1M
Employees10
Clients0
DateOct 2018
Total AUM$301.2M
Discretionary$281.3M
Non-Disc.$20M
Employees7
Clients0
DateApr 2018
Total AUM$301.2M
Discretionary$281.3M
Non-Disc.$20M
Employees7
Clients0
DateJan 2018
Total AUM$301.2M
Discretionary$281.3M
Non-Disc.$20M
Employees7
Clients0