DONALDSON FINANCIAL WELLNESS NETWORK, LLC

DONALDSON FINANCIAL WELLNESS NETWORK, LLC of NEWTOWN, CT is an SEC-registered investment adviser (CRD 293622).

Registration

• CRD: 293622
• Type: Registered investment adviser
• Location: 197 HUNTINGTOWN ROAD, NEWTOWN, CT, 06470
• Phone: 203-221-2848
• Latest filing: 2024-01-23
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 293622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search