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Brandt Kelly & Simmons, L.L.C. (Southfield)


Brandt Kelly & Simmons, L.L.C. is a large advisory firm based in Southfield. It manages $136 million of regulatory assets for 1,239 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.




Brandt Kelly & Simmons, L.L.C provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brandt Kelly & Simmons, L.L.C: assets under management

The assets under management (AUM) of Brandt Kelly & Simmons, L.L.C. is $136 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $131 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $106.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brandt Kelly & Simmons, L.L.C. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southfield

The principal office where Brandt Kelly & Simmons, L.L.C. performs its advisory services is located at 28411 Northwestern Hwy., Southfield, MI 48034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-358-6500 or by fax 248-358-5825. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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