Donahue Financial Group
RIASEC Registered
Total AUM
$85.2M
Discretionary
$85.2M
100% of AUM
Avg account
$1.7M
Accounts
50
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299715
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.94%
- Individuals46.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Donahue Financial Group is an independent RIA organized as a corporation and owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients, including small-business portfolios, and charges on a percentage-of-AUM basis. The adviser is not positioned as a capital allocator or a pension consultant, does not identify as an active ESG investor, and is not a multi-state or related adviser according to the snapshot data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities33%
- US Government Bonds11%
- Cash & Cash Equivalents8%
Contacts
1 of 1Michael Donahue
President, CCOCRD 2432697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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