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Donalies Financial Planning
Donalies Financial Planning, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $205 million in regulatory assets.
Donalies Financial Planning
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.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What is Donalies Financial Planning?
Donalies Financial Planning is a ria based in United States.
Where is Donalies Financial Planning headquartered?
Donalies Financial Planning is headquartered in United States, in the North America region.
What does Altss track for Donalies Financial Planning?
Altss maintains an OSINT-verified profile of Donalies Financial Planning 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), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Donalies Financial Planning's website?
Donalies Financial Planning's public website is donaliesfp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Donalies Financial Planning?
Donalies Financial Planning is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Donalies Financial Planning?
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.
When was Donalies Financial Planning's Altss profile last updated?
Donalies Financial Planning's profile on Altss was last refreshed on August 10, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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