Kelly Financial Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Kelly Financial Group

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Kelly Financial Group Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	100 Great Meadow Road Suite #701 Wethersfield, CT 06109

Note: Revenues for privately held companies are statistical evaluations.


Kelly Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Kelly Financial Group's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Kelly Financial Group is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Kelly Financial Group Annual Revenue and Growth Rate

Kelly Financial Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Kelly Financial Group's revenues are gauged from an analysis of company filings.

Kelly Financial Group's Income Statement (based on Industry Averages)

Kelly Financial Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Kelly Financial Group is developing and marketing. Kelly Financial Group doesn't have any recent trademark applications, indicating Kelly Financial Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
DYNAMIC PORTFOLIO MANAGEMENT Arranging and conducting business seminars in the field of financial planning and wealth management; Educational services, namely, conducting face-to-face and online seminars, classes, lectures, webinars in the field of financial planning and wealth management; On-line journals, namely, blogs featuring information relating to financial planning and wealth management; Providing a website featuring non-downloadable articles in the field of financial planning and wealth management; Providing a website featuring non-downloadable videos in the field of financial planning	03/21/2014
PLANNED GIVING STRATEGIES Financial consulting services in the field of planned giving for non-profit and charitable organizations	11/10/2008
PGS PLANNED GIVING STRATEGIES Financial consulting services in the field of planned giving for non-profit and charitable organizations	11/10/2008

See all trademarks and details in the Full Report.

Market Share of Kelly Financial Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Kelly Financial Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Kelly Financial Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CONNING	Hartford, CT	100
VIRTUS INVESTMENT ADVISERS	Hartford, CT	74
CHARTER OAK BUILDING MAINTENANCE	Hartford, CT	32
GEORGE WEISS ASSOCIATES	Hartford, CT	25
BRADLEY FOSTER & SARGENT	Hartford, CT	15
GYL FINANCIAL SYNERGIES	West Hartford, CT	14

Other Companies at 100 Great Meadow Road, Wethersfield CT

Company	Headquarters	Revenue ($ MM)
ECOSERVICES	Wethersfield, CT	100
HOWD & LUDORF ATTORNEYS AT LAW	Wethersfield, CT	95
GREAT MEADOW CAFE	Wethersfield, CT	73
MAY BONEE WALSH	Wethersfield, CT	35
O'SULLIVAN MCCORMACK JENSEN & BLISS	Wethersfield, CT	23

Future Competition: Kelly Financial Group's Fastest Growing Competitors

These companies are in the same general field as Kelly Financial Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)