CRD: 312845
Donnelly Financial Services
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · PNC · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Donnelly Financial Services's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Donnelly Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Patrick Donnelly
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #7422863
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,694,777 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,694,777 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Donnelly Financial Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing