Connolly Financial
Connolly Financial is a US-based wealth manager. It provides investment advisory services, including financial planning, estate planning, and investment management.
Connolly Financial
Connolly Financial is a US-based wealth manager. It provides investment advisory services, including financial planning, estate planning, and investment management. The firm offers services to individuals, high-net-worth individuals, trusts, estates, families, and charitable organizations.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
—
Location
Region
—
Country
—
City
Durango
Corporate office
752 Main Avenue Suite 201
Frequently asked questions
What is Connolly Financial?
Connolly Financial is a bank / wealth / trust headquartered in Durango.
Where is Connolly Financial headquartered?
Connolly Financial is headquartered in Durango.
What does Altss track for Connolly Financial?
Altss maintains an OSINT-verified profile of Connolly Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Connolly Financial's website?
Connolly Financial's public website is www.connolly-financial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Connolly Financial?
Connolly Financial is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Connolly Financial?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Connolly Financial?
Connolly Financial's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: