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Charles Edward Donalies

DONALIES FINANCIAL PLANNING, LLC·WASHINGTON, District of Columbia
Unclaimed Profile
6607 16TH STREET NW, WASHINGTON, DC 20012CRD# 5733820Firm CRD# 164700
01

About

Charles Edward Donalies is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with DONALIES FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DONALIES FINANCIAL PLANNING, LLC
DONALIES FINANCIAL PLANNING, LLC
AUM
$100M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DONALIES FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5733820
Firm CRD# 164700
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Edward Donalies offer?
Charles Edward Donalies specializes in Financial Planning, Investment Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Charles Edward Donalies's credentials?
Charles Edward Donalies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Edward Donalies located?
Charles Edward Donalies is based in WASHINGTON, District of Columbia, working with DONALIES FINANCIAL PLANNING, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Charles Edward Donalies charge for services?
Charles Edward Donalies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DONALIES FINANCIAL PLANNING, LLC?
DONALIES FINANCIAL PLANNING, LLC has approximately 1 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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