Financial Connections Group, Inc.

Financial Connections Group, Inc. (CRD# 108906) is a financial advisory firm headquartered in Corte Madera, CA. They manage $427,200,179 in 884 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
21 Tamal Vista Blvd., #105, Corte Madera, CA 94925
https://www.financialconnections.com
By the Numbers
  • Total Assets Under Management
    427
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $483,258
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Financial Connections Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Coffey Smith, financial advisor Corte Madera CA
Jennifer I. Coffey Smith
CRD#: 4708205
21 Tamal Vista Blvd., #105, Corte Madera, CA 94925

Jennifer Coffey Smith (CRD# 4708205) is an Investment Advisor Representative working at Financial Connections Group, Inc. in Corte Madera, CA and has over 19 years of experience in the finance industry.

2
Jill Hollander, financial advisor Corte Madera CA
Jill D. Hollander
CRD#: 2379715
21 Tamal Vista Blvd., #105, Corte Madera, CA 94925

Jill Hollander (CRD# 2379715) is an Investment Advisor Representative working at Financial Connections Group, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry.

3
Brian Pon, financial advisor Corte Madera CA
Brian Pon
CRD#: 5088203
21 Tamal Vista Blvd., #105, Corte Madera, CA 94925

Brian Pon (CRD# 5088203) is an Investment Advisor Representative working at Financial Connections Group, Inc. in Corte Madera, CA and has 1 year 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.

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