Walter
Kelley
Brookmont Capital Management
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About this Advisor
Walter Kelley is a financial advisor based in Dallas, Texas, working with Brookmont Capital Management. Walter has previously held positions at Payment Approved, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, and Brookmont Capital Management. Walter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Walter is part of Brookmont Capital Management, which operates out of Dallas, Texas. The firm has 6 employees and manages assets totaling $712.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Brookmont Capital Management includes asset-based and other fees.
Certifications and Registrations
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Brookmont Capital Management Brokerage Details
$712,891,749
6
146
$4,882,820
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Walter Kelley Work History
Brookmont Capital Management
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Payment Approved
Disclosures
Please visit the SEC profile of Walter Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brookmont Capital Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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