Overview
Assets Under Management: $481 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 145
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL CONNECTIONS GROUP, 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 #108906), FINANCIAL CONNECTIONS GROUP, INC. is subject to fiduciary duty under federal law.
FINANCIAL CONNECTIONS GROUP, INC. is headquartered in LARKSPUR, CA.
FINANCIAL CONNECTIONS GROUP, INC. serves 145 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL CONNECTIONS GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL CONNECTIONS GROUP, INC. manages $481 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, FINANCIAL CONNECTIONS GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 986
Discretionary Accounts: 986
Regulatory Filings
CRD Number: 108906
Last Filing Date: 2025-02-20 00:00:00
Website: https://financialconnections.com