Lawrence W. Kelly & Associates, Inc.
● SEC registered since 1985CRD 106635SEC# 801-24322Pasadena, CA
Reg. AUM
$540.1M
Employees
5
Accounts
83
Location
Pasadena, CA
Lawrence W. Kelly & Associates, Inc. assets under management
Lawrence W. Kelly & Associates, Inc. is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 1985. It reports $540.1 million in regulatory assets under management and employs 5 people.
Lawrence W. Kelly & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Clay Stewart Control | Chief Compliance Officer | Under 5% | 2013 |
| Nicholas J Welsh Control | Chief Executive Officer, Director And Shareholder | Over 75% | 2004 |
Frequently asked questions
How much does Lawrence W. Kelly & Associates, Inc. manage?
Lawrence W. Kelly & Associates, Inc. reports $540.1 million in regulatory assets under management on its Form ADV.
How many employees does Lawrence W. Kelly & Associates, Inc. have?
Lawrence W. Kelly & Associates, Inc. reports 5 employees.
Where is Lawrence W. Kelly & Associates, Inc. located?
Lawrence W. Kelly & Associates, Inc. is based in Pasadena, CA and has been SEC-registered since 1985.
Does Lawrence W. Kelly & Associates, Inc. disclose fund performance?
Lawrence W. Kelly & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 199 South Los Robles Avenue, Suite 850, Pasadena, CA 91101-2461 |
| Phone | 626/449-9500 |
| Fax | 626/449-9566 |
| Office hours | 7:00 a.m. - 4:30 p.m. Pacific |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 920441 |
| Discloses disciplinary history | No |
Regulatory AUM
$540.1M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$540.1Mregulatory AUM
Discretionary $540.1M