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THE Kelly Group

Headquartered in BEL AIR, MD

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Firm Information

THE Kelly Group is an investment advisor registered with the SEC. Headquartered in BEL AIR, MD, they manage approximately $810.9 million in client assets. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their client base includes high net worth individuals, corporations, and pension plans.

THE Kelly Group

48 EAST GORDON STREET

BEL AIR, MD 21014

$810.92M

Assets Under Management

4

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

THE KELLY GROUP has a total of 3 branch locations across the country.
location

BEL AIR, MD

location

Tampa, FL

location

Blacksburg, VA

Advisors at THE Kelly Group

View All 10 Advisors
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Joseph Patrick Henninger

CFP®, RA

BEL AIR, MD

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Michael Joseph Bertrand

RA

BEL AIR, MD

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Unclaimed
Richard Alan Fletcher

CFP®, RA

BEL AIR, MD

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Unclaimed
Emily C Smith

RA

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Charles Robert Wolpoff

CFP®, RA

BEL AIR, MD

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Unclaimed
Jordan Lee Heaps

CFP®, RA

BEL AIR, MD

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Zachary Michael Smith

CFP®, RA

Blacksburg, VA

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Unclaimed
Jodi Marie Davis

RA

BEL AIR, MD

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Disclosures

There are no public disclosures for THE Kelly Group.

Frequently Asked Questions (7)

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