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LK&A INVESTMENT COUNSEL
LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD 106635 · SEC 801-24322
199 SOUTH LOS ROBLES AVENUE, SUITE 850, PASADENA, CA, 91101-2461, United States
Phone
626/449-9500
Fax
626/449-9566
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$540.1M
Discretionary AUM
$540.1M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $9.8M |
| High net worth individuals | 61 | $525.6M |
| Charitable organizations | 5 | $4.7M |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD