C
$316.3K Total AUM
$316.3K Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2011
- Office Locations
- 1
Office Locations
-- Austin TX
About Connolly Wealth Management
Connolly Wealth Management is a Austin-based RIA. The firm has been operating for 15 years. Managing $316.3K in total assets under management, with 1 advisory representatives. They custody assets with American Funds.
Team overview
-- AVG AGE
$316.3K AVG AUM / ADVISOR
$9.6K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
S
SHAWN LAWRENCE CONNOLLY
Managing Member, Owner
- CRD
- #2842213
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,312 | -- |
| Non-Discretionary | $0 | -- |
| Total | $316,312 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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