Frank DonnellyCRD 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 33 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Duff & Phelps Investment Management Company||Chicago, IL||Sep 2013 - Current||4|
|Dalton Management Partners, LLC||Atlanta, GA||Nov 2007 - Sep 2013||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Jun 1984|
Total Assets Under Management10,309MILLIONS
Total Number of Accounts539ACCOUNTS
Average Account Value$19,126,045
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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