Kiely Capital Management, Inc. (Morristown)

Name: Kiely Capital Management, Inc.
Address: 51 Dumont Place, Morristown, NJ, 07960 4125
Telephone: (973) 455-1894

Kiely Capital Management, Inc. is an adviser based in Morristown. It manages $48.11 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.

Kiely Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kiely Capital Management: assets under management

The assets under management (AUM) of Kiely Capital Management, Inc. is $48.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $829.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kiely Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kiely Capital Management, Inc.

Bernard Mark Kiely has been acting as President since 1 Mar 1993. Yvonne C Kiely joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bernard Mark Kiely	President	1 Mar 1993	50% - 75%	1900016
Yvonne C Kiely	Treasurer	1 Jan 1995	50% - 75%	2662590
Yvonne Cicetti Kiely	Treasurer	1 Jan 1995	50% - 75%	2662590

Based in Morristown

The principal office where Kiely Capital Management, Inc. performs its advisory services is located at 51 Dumont Place, Morristown, NJ 07960 4125, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (973) 455-1894 or by fax (973) 644-2499. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.kielycapital.com.