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KIELY CAPITAL MANAGEMENT, INC.
CRD 121480 · SEC 801-62758
51 DUMONT PLACE, MORRISTOWN, NJ, 07960-4125, United States
Phone
(973) 455-1894
Fax
(973) 644-2499
Registration
— (—)
Source
State registered
Total AUM
$58.1M
Discretionary AUM
$58.1M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $17.6M |
| High net worth individuals | 12 | $40.5M |
All web addresses on file
Official SEC filing: View on IAPD