DF
RIA · CRD 164700SEC-Registered
Updated:
Donalies Financial Planning
Donalies Financial Planning, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $205 million in regulatory assets.
Overview
Donalies Financial Planning, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $205 million in regulatory assets. It has 5 employees and 4 investment advisers.
Website
donaliesfp.comGeneral information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Financial Services
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