Be advised. This firm is no longer registered.

Donaldson Financial, LLC

Donaldson Financial, LLC (CRD# 167756) is a financial advisory firm headquartered in , . They manage $7,009,875 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $350,494
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Donaldson Financial, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.