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Julia Anne Mcconnell

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio
Unclaimed Profile
220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 5447144Firm CRD# 306678
01

About

Julia Anne Mcconnell is a registered financial advisor based in NEW ALBANY, Ohio, affiliated with VELA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
VELA INVESTMENT MANAGEMENT, LLC
VELA INVESTMENT MANAGEMENT, LLC
AUM
$398M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at VELA INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: MINIMUM FEES
Regulatory
SEC/IARD CRD# 5447144
Firm CRD# 306678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia Anne Mcconnell offer?
Julia Anne Mcconnell specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.
What are Julia Anne Mcconnell's credentials?
Julia Anne Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Anne Mcconnell located?
Julia Anne Mcconnell is based in NEW ALBANY, Ohio, working with VELA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does Julia Anne Mcconnell charge for services?
Julia Anne Mcconnell's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: minimum fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VELA INVESTMENT MANAGEMENT, LLC?
VELA INVESTMENT MANAGEMENT, LLC has approximately 25 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW ALBANY
Roderick Hadley Dillon — VELA INVESTMENT MANAGEMENT, LLCLisa Marie Wesolek — VELA INVESTMENT MANAGEMENT, LLCBeverly Jean Langley — VELA INVESTMENT MANAGEMENT, LLCDebra Ann Schlater — COLUMBUS INVESTMENT ADVISORY INC.Robert Craig Sharpe — VELA INVESTMENT MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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