Frank Donnelly, financial advisor Chicago IL
93 score

Frank Donnelly

CRD Number: 1258637
Current Firm: Duff & Phelps Investment Management Company

Frank Donnelly (CRD# 1258637) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Duff & Phelps Investment Management Company Chicago, IL Sep 2013 - Current 3
Dalton Management Partners, LLC Atlanta, GA Nov 2007 - Sep 2013 5
City Capital, Inc. Atlanta, GA Oct 2003 - Nov 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Jun 1984
Contact Info for Frank N. Donnelly
Phone Number: 312-263-2610
Firm Website: http://www.dpimc.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    9,238
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $149,005,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, IL, LA, MO, NC, NJ, NY, OH, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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