DONAHUE FINANCIAL GROUP

Overview

Donahue Financial Group is a small, privately owned advisory corporation that provides portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee model tied to assets under management. It is owned by an individual proprietor and is classified outside of major RIA subgroups in public filings. The firm is not positioned as an ESG-focused investor, does not present itself as a capital allocator to outside managers, and is not registered as a multi-state adviser. Core advisory activity listed in filings is discretionary portfolio management for individual and small-business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices