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Kelley Investments

EST. AUM
$237,956,390

CONTACTS
2

CLIENT ACCOUNTS
387

Firm Details

Metro area San Diego
CRD Number 119099
Website kelleyinvestments.com
Client types

Overview

KELLEY Investments is a wealth management firm designed for the new financial world. It provides personal attention and prudent advice with the reassuring safety of a strong institutional custodian. It is here to help people see their entire financial situation more clearly and direct them to make prudent decisions to ensure the life they enjoy today continues on.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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