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Rachel Ann Donnelly

AFFINIUS CAPITAL ADVISORS LLC·SAN ANTONIO, Texas
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9830 COLONNADE BLVD., SAN ANTONIO, TX 78230CRD# 6466159Firm CRD# 316030
01

About

Rachel Ann Donnelly is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with AFFINIUS CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AFFINIUS CAPITAL ADVISORS LLC
AFFINIUS CAPITAL
AUM
$18.5B
Regulatory assets under management
Employees
304
Total firm employees
View all advisors at AFFINIUS CAPITAL ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6466159
Firm CRD# 316030
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rachel Ann Donnelly offer?
Rachel Ann Donnelly specializes in Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Rachel Ann Donnelly's credentials?
Rachel Ann Donnelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Ann Donnelly located?
Rachel Ann Donnelly is based in SAN ANTONIO, Texas, working with AFFINIUS CAPITAL ADVISORS LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Rachel Ann Donnelly charge for services?
Rachel Ann Donnelly's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINIUS CAPITAL ADVISORS LLC?
AFFINIUS CAPITAL ADVISORS LLC has approximately 304 employees and manages $18.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)FORT WORTH (349)PLANO (172)
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DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
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