RIA Intel›Advisers›Massachusetts›KELLY, WILLIAM, ANTHONY

KELLY, WILLIAM, ANTHONY

Advisory

Y·BRAINTREE, MA

Data as of Nov 2, 2017 · Source: SEC Form ADV

Total AUM

$274M

1-Year AUM Growth

+24.7%

3-Year CAGR

+21.7%

Employees

4

Assets Under Management

Total AUM$274M

Discretionary AUM$256M

Non-Discretionary AUM$18M

Discretionary %93.5%

Total Clients—

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingApr 12, 2010

Latest FilingNov 2, 2017

🔒 Full AUM trend chart and 29 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KELLY, WILLIAM, ANTHONY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.