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Building 2FINANCIAL CONNECTIONS GROUP, INC.

Map pinLARKSPUR, CA
Phone415-924-1091
NotebookSEC #801-57202
Total AUM
$624.6M
Employees
7
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 LARKSPUR LANDING CIRCLE
#355
LARKSPUR
CA 94939
United States
Operating Hours
9:00 A.M. - 4:30 P.M. (PT)
Monday - Friday
Phone
415-924-1091
Other Offices
2

ReceiptFinancials

Total AUM
$624.6M
Accounts
1,024
Discretionary
$624.6M
Accounts
1,024
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
169
AUM
$74.6M
HNW Individual Clients
162
AUM
$550M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORPATXWA

HandshakeAffiliates

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

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