CRD: 148298
Connolly Financial Advisors, Inc.
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Timber summit
- Established Date
- 09-09-2008
- Office Locations
- 1
Office Locations
About Connolly Financial Advisors, Inc.
Connolly Advisors (Connolly Financial Advisors, Inc.) provides wealth management, investment advisory, and comprehensive financial planning for families and a range of businesses, with in-house CPA capabilities for tax, accounting, and business consulting. The firm also offers environmental compliance consulting to help businesses manage regulatory risk. Investment implementation is largely ETF-based with meaningful allocations to investment-grade and municipal bonds, and it custodies through SEI.
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Owner & Executives
ROSEMARIE ANN CONNOLLY
DIRECTOR, Financial Advisor, General Partner, President, TREASURER
- CRD
- #4606368
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $93,285,207 | -- |
| Total | $93,285,207 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,285,207
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $954,968,081 | 12.8% |
| Corporate - Investment Grade | $902,743,264 | 12.1% |
| Municipal Bonds | $962,428,769 | 12.9% |
| Corporate - Non-Investment Grade | $1,372,766,616 | 18.4% |
| U.S. Government/Agency | $1,066,878,403 | 14.3% |
| Sovereign Bonds | $1,357,845,240 | 18.2% |
| Cash | $843,057,757 | 11.3% |
| Total | $7,460,688,130 | 100.0% |