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DONALIES FINANCIAL PLANNING, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$180.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 180.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 164700 |
| SEC Number | 801-131667 |
| Phone | 240-888-2573 |
| Total Employees | 5 |
Client Count by Type (140 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 72 |
| High Net Worth Individual… | 68 |
County data not available for this organization.