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Inactive Investor · Grace & White, Inc

Anne G. Kelly

CRD 1502163 · Named on Form ADV at one SEC-registered adviser

At a glance

Grace & White, Inc, an SEC-registered wealth manager based in New York, NY with $964 million in regulatory assets, lists Anne G. Kelly on its Form ADV as Inactive Investor.

Firms and roles

  • Grace & White, IncInactive InvestorWealth manager · New York, NY · $964M in regulatory assets

AtlasMembers

Anne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (8)

3 more people named with Anne on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.