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- Custodian
- Altruist · PNC
- Clients
- Retail
- Platforms
- Unison alpha
- Established Date
- 09-02-2021
- Office Locations
- 1
Office Locations
About Donnelly Financial Services
Donnelly Financial Services is a founder-led independent CFP practice focused on helping pre-retirees and retirees navigate the retirement transition and stay on track. The firm delivers comprehensive planning—retirement income, Social Security, Medicare, tax minimization, portfolio strategy, and legacy gifting—paired with ongoing portfolio management designed to take only necessary risk. Boutique, one-stop retirement planning shop on Altruist.
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Owner & Executives
Patrick Donnelly
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #7422863
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,694,777 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,694,777 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,694,777
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $327,041,699 | 36.2% |
| Equity - Exchange | $264,705,022 | 29.3% |
| Cash | $215,919,796 | 23.9% |
| Corporate - Investment Grade | $95,763,591 | 10.6% |
| Total | $903,430,108 | 100.0% |