Connolly Financial

Connolly Financial (CRD# 173307) is a financial advisory firm headquartered in Durango, CO. They manage $52,253,145 in 254 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
752 Main Avenue, Unit 201, Durango, CO 81301
http://www.connolly-financial.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $205,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, NC, NM, TX

Financial Advisors at Connolly Financial
Showing 1 - 4 of 4 top financial advisors.
1
Shaun Connolly, financial advisor Durango CO
Shaun M. Connolly
CRD#: 5683055
752 Main Avenue, Unit 201, Durango, CO 81301

Shaun Connolly (CRD# 5683055) is an Investment Advisor Representative working at Connolly Financial in Durango, CO and has over 14 years of experience in the finance industry.

2
Louis Di Muro, financial advisor Durango CO
Louis P. Di Muro
CRD#: 2143292
752 Main Avenue, Unit 201, Durango, CO 81301

Louis Di Muro (CRD# 2143292) is an Investment Advisor Representative working at Connolly Financial in Durango, CO and has over 32 years of experience in the finance industry.

3
Weldon Neff, financial advisor Farmington NM
Weldon J. Neff
CRD#: 7493015
Farmington, NM

Weldon Neff (CRD# 7493015) is an Investment Advisor Representative working at Connolly Financial in Farmington, NM and has over 2 years of experience in the finance industry.

4
Robert Requard, financial advisor Dripping Springs TX
Robert B. Requard
CRD#: 5444904
Dripping Springs, TX

Robert Requard (CRD# 5444904) is an Investment Advisor Representative working at Connolly Financial in Dripping Springs, TX and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals