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Mort Kelly Financial Services
MORT KELLY FINANCIAL SERVICES, LLC is an SEC-registered investment adviser with $346,875 in regulatory assets under management. The firm manages $238,920 on a...
Mort Kelly Financial Services
MORT KELLY FINANCIAL SERVICES, LLC is an SEC-registered investment 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
Who runs investment decisions at Mort Kelly Financial Services?
Mort Kelly is the named principal and likely oversees investment decisions, given the firm's eponymous structure. No other professionals or investment committee details are publicly disclosed.
What types of clients does Mort Kelly Financial Services serve?
As an RIA, the firm likely serves individual investors, but no specific client segments—such as high-net-worth individuals, families, or institutions—are confirmed in public records.
Is Mort Kelly Financial Services a single-family office?
No, the firm is registered as an RIA (investment advisor), not a family office. There is no public indication it manages capital for a single wealthy family.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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