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CONNOLLY FINANCIAL ADVISORS, INC.
CRD 148298
231 SUTTON STREET, SUITE 2D-1, NORTH ANDOVER, MA, 01845, United States
Phone
800-758-1112
Fax
800-758-1112
Registration
— (—)
Source
State registered
Total AUM
$93.3M
Discretionary AUM
$0
Team
5 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $14.0M |
| High net worth individuals | 46 | $79.3M |
All web addresses on file
Official SEC filing: View on IAPD