DONNELLY INVESTMENTS

DONNELLY INVESTMENTS is an SEC-registered investment adviser (CRD 316460). Regulatory assets under management: $54.2M.

Registration

• CRD: 316460
• Type: Registered investment adviser
• Phone: 323-304-9297
• Latest filing: 2026-07-21
• Regulatory AUM: $54.2M
• Discretionary AUM: $54.2M
• Clients: 1
• Accounts: 168

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 316460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search