KELLY STRATEGIC MANAGEMENT, LLC
Legal name: KELLY INTELLIGENCE
CRD #315259 SEC #801-121745 DENVER, CO 303-499-1959
SEC Registered
Total AUM
$35M
Discretionary
$35M
Employees
4
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $35M | $35M | $0 | 4 | 0 |
| Nov 2024 | $37.2M | $37.2M | $0 | 3 | 0 |
| Sep 2024 | $17M | $17M | $0 | 3 | 0 |
| Mar 2024 | $17M | $17M | $0 | 3 | 0 |
| Oct 2023 | $4.4M | $4.4M | $0 | 4 | 0 |
| Mar 2023 | $4.4M | $4.4M | $0 | 4 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
| May 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Jan 2022 | $0 | $0 | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$4.4M
Discretionary$4.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$4.4M
Discretionary$4.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0