CONNOLLY FINANCIAL GROUP

CONNOLLY FINANCIAL GROUP is an SEC-registered investment adviser (CRD 111325). Regulatory assets under management: $15.6M.

Registration

• CRD: 111325
• Type: Registered investment adviser
• Phone: 970-250-5400
• Latest filing: 2026-03-25
• Regulatory AUM: $15.6M
• Discretionary AUM: $15.6M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111325 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search