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KELLEY FINANCIAL SERVICES, INC.

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12+3 YoYRank #1153 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #3010
Fees received$260,991Median $19,554/planSum across Schedule C direct + indirect
Net wins YoY+39 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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