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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2022
- Office Locations
- 1
Office Locations
About Donnelly Investments
Donnelly Investments is a West Hollywood, CA RIA that builds research-driven portfolios centered on individual securities positioned for long-term technology disruption (AI/ML, robotics, blockchain/digital finance, energy storage, synthetic biology). The firm uses bottom-up fundamental work and DCF-based price targets with a buy-and-hold mindset and willingness to tolerate volatility, paired with tax and estate planning rooted in a legal background, including non-traditional and LGBT planning; Schwab is a listed custodian.
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Owner & Executives
THOMAS EDWARD DONNELLY
Owner, Principal
- CRD
- #6550494
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,216,814 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,216,814 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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