Kelly Intelligence
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Overview
Kelly Intelligence is a financial advisory company based in Englewood, Colorado. It oversees $4.4 million in assets across three client accounts. The firm has a small team, including 2 financial advisors. Kelly Intelligence does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, bonds and equities.
Kelly Intelligence administers all of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring client approval. The company manages an average of $1.5 million for every client account. The average advisor at Kelly Intelligence oversees about two client accounts, making it one of the most personalized advisor firms in the country.
The company's main office is located at 7887 East Belleview Ave., Englewood, Colorado 80111. The company is legally allowed to serve clients in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kelly Intelligence by the Numbers
$4.4 million
4
3
$1.5 million
Fee Structure
Fees charged by financial advisors typically depend on which services are provided. However, fees charged by Kelly Intelligence typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies. Out of its three accounts, Kelly Intelligence's biggest client is investment companies. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kelly Intelligence does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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