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Building 2DONALIES FINANCIAL PLANNING, LLC

Map pin
Phone240-888-2573
NotebookSEC #801-131667
Total AUM
$204.5M
Employees
5
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
240-888-2573
Other Offices
4

ReceiptFinancials

Total AUM
$204.5M
Accounts
460
Discretionary
$204.5M
Accounts
460
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$30.1M
HNW Individual Clients
115
AUM
$174.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCMDMTVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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