Donnelly Investments
Firm details
- Headquarters
- ,
- CRD number
- 316460
- Website
- donnelly.investments
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.02%
- Individuals29.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Donnelly Investments is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm advises individuals, families and small-business clients, providing financial planning and discretionary portfolio management. Its fee model is a percentage of assets under management. Donnelly Investments is not identified as an active ESG investor, is not a multi-state adviser, and does not bill itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds23%
- US Government Bonds13%
- Cash & Cash Equivalents10%
- State & Local Bonds3%
Contacts
1 of 1
Thomas Donnelly
PrincipalCRD 6550494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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