Kelley & Mullis Wealth Management

EST. AUM
$640,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Birmingham
CRD Number
Website kmwealthmanagement.com
Client types

Overview

Kelley & Mullis Wealth Management is an independent investment firm, was founded over 25 years ago. Kelley & Mullis Wealth is a legacy Birmingham wealth manager. They are a part of the Securities America, a Nebraska based independent Broker-Dealer. Securities America Securities America offers its Financial Advisors Program (FAP) FAP contains Mutual Funds, ETFs, and more that underlying advisors can select. Michael Mullis is the firm's leader. Steve Fahy is a good point of contact.

Platform Details

Investment Preferences

Alternative Activity