DONALIES FINANCIAL PLANNING, LLC

WASHINGTON, District of Columbia·1 registered advisor·CRD# 164700
SEC# 801-1316671240-888-2573
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DONALIES FINANCIAL PLANNING, LLC

1 registered advisor
Charles Edward Donalies
WASHINGTON, District of Columbia
05

Office Locations

WASHINGTON, District of Columbia
1 advisor

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Data sourced from SEC Form ADV filings. DONALIES FINANCIAL PLANNING, LLC (CRD# 164700) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.