Connect Financial Advisors

Overview

Connect Financial Advisors is an independent, privately held RIA organized as an LLC and run by individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also operates as an insurance broker. It is state-registered in California, Idaho and Utah. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an ESG investor and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices