Connolly Wealth Management
Connolly Wealth Management (CRD# 155240) is a financial advisory firm headquartered in , . They manage $5,900,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Connolly Wealth Management
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts37ACCOUNTS
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Average Account Value$159,459
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Connolly Wealth Management
1
Shawn Connolly (CRD# 2842213) is an Investment Advisor Representative working at Connolly Wealth Management in Austin, TX and has over 27 years of experience in the finance industry.
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