The Kelly Group, MD — Investment Adviser | BuildTrust

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THE KELLY GROUP

Investment AdviceBEL AIR, MD

Assets Under Management

$953.2M

Total AUM

Donut chart: Discretionary 886.8M, Non-Discretionary 66.5M
Category	Value
Discretionary	886.8M
Non-Discretionary	66.5M

Adviser Information

Field	Value
CRD Number	310140
SEC Number	801-119450
Street Address	48 EAST GORDON STREET
Location	BEL AIR, MD 21014
Country	United States
Phone	410-893-0560
Fax	410-838-3287
Total Employees	23

Client Count by Type (1,104 Total)

Horizontal bar chart: Individuals (other than H… 840, High Net Worth Individual… 236, Pension/Profit Sharing Pl… 16, Charitable Organizations 6, Corporations/Businesses 6
Category	Value
Individuals (other than H…	840
High Net Worth Individual…	236
Pension/Profit Sharing Pl…	16
Charitable Organizations	6
Corporations/Businesses	6