Donalies Financial Planning, LLC
Donalies Financial Planning, LLC (CRD# 164700) is a financial advisory firm headquartered in Washington, DC. They manage $38,065,748 in 180 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Donalies Financial Planning, LLC
By the Numbers
-
Total Assets Under Management38MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$211,476
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, VA
Financial Advisors at Donalies Financial Planning, LLC
1
Charles Donalies (CRD# 5733820) is an Investment Advisor Representative working at Donalies Financial Planning, LLC in Washington, DC and has over 14 years of experience in the finance industry.
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