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HAMMOND ILES WEALTH ADVISORS
KELLY FINANCIAL GROUP, LLC
CRD 136372 · SEC 801-64528
100 GREAT MEADOW ROAD, SUITE 701, WETHERSFIELD, CT, 06109, United States
Phone
860-258-2600
Fax
860-258-2607
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$474.9M
Discretionary AUM
$474.9M
Team
7 total employees; 5 advisory reps; 85 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 844 | $210.6M |
| High net worth individuals | 127 | $261.1M |
| Charitable organizations | 11 | $3.2M |
States served
VT, AZ, CA, ME, MA, NE, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD