RIA Intel›Advisers›Arizona›RD KELLEY FINANCIAL GROUP

RD KELLEY FINANCIAL GROUP

Advisory

AZ

Data as of Jun 4, 2021 · Source: SEC Form ADV

Average account
$2M
across 5 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 4, 2021.

Total AUM
$12M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

PELLETON CAPITAL MANAGEMENT, LTD.
SCOTTSDALE, AZ
$12M
THE INNES ASSOCIATES, LTD.
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$12M
6|21 PRIVATE WEALTH, LLC
$12M
WEALTH RESOURCE INVESTMENT ADVISORS LLC
MESA, AZ
$12M
ARCHSTONE WEALTH ADVISORS, LLC
CHANDLER, AZ
$12M
COVENANT FINANCIAL ADVISORS, LLC
PHOENIX, AZ
$12M

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