CRD: 111325
Connolly Financial Group
Grand Junction, CO
9702505400
$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
743 Horizon CT #100d Grand Junction CO
About Connolly Financial Group
Connolly Financial Group is a Grand Junction-based RIA. The firm has been operating for 27 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Asset Management.
Team overview
-- AVG AGE
$15.6M AVG AUM / ADVISOR
$520.9K AVG AUM / CLIENT
27.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Investment Vehicles
Alpha peak Foundation peak
Services
Beacon
Owner & Executives
J
JOHN THOMAS CONNOLLY
Investment Advisor Representative, Owner
- CRD
- #735493
- Ownership
- 75% or more
(220) 585-6176
prime.vital@primecapital.com
in linkedin.com/in/vital-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,627,687 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,627,687 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,627,687
Equity - Exchange:
9.3% Municipal Bonds:
31.3% U.S. Government/Agency:
16.0% Cash:
20.4% Corporate - Investment Grade:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $418,360,402 | 9.3% |
| Municipal Bonds | $1,408,030,169 | 31.3% |
| U.S. Government/Agency | $719,759,831 | 16.0% |
| Cash | $917,693,785 | 20.4% |
| Corporate - Investment Grade | $1,034,654,757 | 23.0% |
| Total | $4,498,498,944 | 100.0% |