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DONNELLY WEALTH ADVISORS, INC.
DONNELLY WEALTH ADVISORS, INC.
SAN DIEGO, California
·
1 registered advisor
·
CRD# 113067
SEC# 801-60531
0
858-622-9009
01
Firm Overview
AUM
$405M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DONNELLY WEALTH ADVISORS, INC.
1 registered advisor
Richard Claude Donnelly
SAN DIEGO, California
CRD# 728521
05
Office Locations
SAN DIEGO, California
1 advisor
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Data sourced from SEC Form ADV filings. DONNELLY WEALTH ADVISORS, INC. (CRD# 113067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.