Overview
Assets Under Management: $405 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 145
Average Client Assets: $1.6 million
Frequently Asked Questions
DONNELLY WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113067), DONNELLY WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
DONNELLY WEALTH ADVISORS, INC. is headquartered in SAN DIEGO, CA.
DONNELLY WEALTH ADVISORS, INC. serves 145 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, DONNELLY WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DONNELLY WEALTH ADVISORS, INC. manages $405 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, DONNELLY WEALTH ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.95%
Average Client Assets: $1.6 million
Total Client Accounts: 368
Discretionary Accounts: 351
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 113067
Filing ID: 1192176
Last Filing Date: 2018-03-15 22:37:00