Advertisement
Screener

Kiely Wealth Advisory Group, Inc. Info

Kiely Wealth Advisory Group, Inc. info

Kiely Wealth Advisory Group, Inc. (SEC CIK 2005660) first filed with the SEC on 2024-02-09 (Form 13F-HR) and has filed 5 times since, including 5 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 7815 NEUGENT DR, KERNERSVILLE, NC, 27284.

  • Name: Value Kiely Wealth Advisory Group, Inc..
  • SEC CIK: Value 2005660.
  • State of organization: Value NC.
  • Business address: Value 7815 NEUGENT DR, KERNERSVILLE, NC, 27284.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameKiely Wealth Advisory Group, Inc.
SEC CIK2005660
State of organizationNC
Business address7815 NEUGENT DR, KERNERSVILLE, NC, 27284
Mailing addressP.O. BOX 756, OAK RIDGE, NC, 27310
Phone252-439-1888
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-02-09 (Form 13F-HR)
Latest SEC filing2025-02-12 (Form 13F-HR)
Filings on EDGAR5
First Form 13F-HR2024-02-09 (quarter ended 2023-12-31)
Latest Form 13F-HR2025-02-12 (quarter ended 2024-12-31)
Form 13F-HR filings5

Filings by Form

FormFilingsLatest
13F-HR52025-02-12

Filings by Year

YearFilingsForm 13F-HR
202511
202444

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet