Donnelly Financial Services
Donnelly Financial Services (CRD# 312845) is a financial advisory firm headquartered in , . They manage $7,817,288 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Donnelly Financial Services
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$434,294
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.
NY, PA
Financial Advisors at Donnelly Financial Services
1
Patrick Donnelly (CRD# 7422863) is an Investment Advisor Representative working at Donnelly Financial Services in Forest Hills, NY and has 1 year of experience in the finance industry.
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