The Kelly & Wohlner Group Email Formats
Investment Management • 
Denver, Colorado, United States • 1-10 Employees
The Kelly & Wohlner Group Email Formats
The Kelly & Wohlner Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@hightoweradvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hightoweradvisors.com | 100% |
Key Contact at The Kelly & Wohlner Group
Jeffery Kelly
Managing Director
Company overview
| Headquarters | 1553 Platte St, Denver, Colorado 80202, US |
| Phone number | +19172862706 |
| Website | |
| NAICS | 5231 |
| Keywords | Financial Advisor, Registered Investment Advisor, Wealth Management, Portfolio Construction, Retirement Planning, Fiduciary, Portfolio Management, Financial Planning, Investment Management, Financial Wellness, Financial Consultation |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
About The Kelly & Wohlner Group
The Kelly & Wohlner Group is a boutique, private wealth management practice, providing comprehensive financial consultation and sophisticated portfolio management services to successful individuals and families. We serve our clients as trusted advisors, creating and implementing personalized strategies that help you pursue your goals and preserve your legacy. We are committed to upholding high standards of quality, integrity and transparency in all that we do.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Kelly & Wohlner Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Kelly & Wohlner Group has never raised funding before.
Canada
Latvia
United Kingdom
Frequently asked questions
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