DONAHUE FINANCIAL GROUP

DONAHUE FINANCIAL GROUP is an SEC-registered investment adviser (CRD 299715). Regulatory assets under management: $85.2M.

Registration

• CRD: 299715
• Type: Registered investment adviser
• Phone: 760-855-1705
• Latest filing: 2026-02-24
• Regulatory AUM: $85.2M
• Discretionary AUM: $85.2M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299715 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search