DM Kelly

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

3900 Ingersoll Ave Ste 300, Des Moines, ...

Phone Number

(515) 221-1133

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About DM Kelly

D.M. Kelly & Company is a full-service wealth management firm based in Des Moines, IA, providing straightforward investment advice and services to individuals, businesses, non-profits, and institutions. Their offerings include portfolio construction, investment advisory, family wealth management, and institutional services. The firm emphasizes direct access to investments and competitive fees, helping clients save money while planning for the future. D.M. Kelly & Company aims to create tailored financial strategies that align with clients' goals and risk exposure.Explore more
DM Kelly's Social MediaPopular SearchesDM KELLY & CoDM KellyDmkc IncKelly & CoDM Kelly CoSIC Code 62,628NAICS Code 52,523Show more

DM Kelly Org Chart

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CM
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Vice President, Financial Advisor

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Vice President

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Director, Advisory Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DM Kelly

<$5M
11-50
Private
-
1995
CM
Chris McPhailVice President, Financial Advisor
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
1997
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

DM Kelly is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DM Kelly is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DM Kelly.

DM Kelly Tech Stack

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Frequently Asked Questions Regarding DM Kelly

What is DM Kelly's official website?
DM Kelly's official website is www.dmkc.com
What is DM Kelly's Revenue?
DM Kelly's revenue is <$5 Million
What is DM Kelly's SIC code?
DM Kelly's SIC: 62,628
What is DM Kelly's NAICS code?
DM Kelly's NAICS: 52,523
How many employees does DM Kelly have?
DM Kelly has 11-50 employees
What industry does DM Kelly belong to?
DM Kelly is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is DM Kelly competition?
DM Kelly top competitors include: Evanson Asset Management, Eppolito Financial Strategies, Chronos Wealth Management, Siler Wealth Management
What technology does DM Kelly use?
Some of the popular technologies that DM Kelly uses are: Squarespace Online Stores, Eploy, Engage ATS, Empetus
How do I contact DM Kelly?
DM Kelly contact info: Phone number: (515) 221-1133 Website: www.dmkc.com
What does DM Kelly do?

D.M. Kelly & Company is a full-service wealth management firm based in Des Moines, IA, providing straightforward investment advice and services to individuals, businesses, non-profits, and institutions. Their offerings include portfolio construction, investment advisory, family wealth management, and institutional services. The firm emphasizes dire... ct access to investments and competitive fees, helping clients save money while planning for the future. D.M. Kelly & Company aims to create tailored financial strategies that align with clients' goals and risk exposure.Read More

What are DM Kelly social media links?
DM Kelly Linkedin page
Is DM Kelly a public company?
DM Kelly is private company therefore does not currently have an official ticker symbol
See more information about DM Kelly

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