# Mort Kelly Financial Services

Mort Kelly Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 164618
- **SEC file number:** 802-76874
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164618

## About

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.

## Sectors

- Financial Services

## People

- Mort Kelly — Principal

## 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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Last updated: 2026-08-14T12:30:00.000Z

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