Updated:
Mort Kelly Financial Services
MORT KELLY FINANCIAL SERVICES, LLC is an exempt reporting adviser with $346,875 in regulatory assets under management. The firm manages $238,920 on a...
Overview
MORT KELLY FINANCIAL SERVICES, LLC is an exempt reporting adviser with $346,875 in regulatory assets under management. The firm manages $238,920 on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Principals
Mort Kelly
Principal
Sector focus
Frequently asked questions
Where is Mort Kelly Financial Services headquartered?
The firm's headquarters city and address are not publicly available. It operates in the United States, based on its RIA registration.
Does Mort Kelly Financial Services publicly disclose its AUM?
No, the firm does not disclose AUM in any public source. This is not unusual for many small RIAs.
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