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DONALDSON FINANCIAL WELLNESS NETWORK, LLC

CRD 293622

Visit website

197 HUNTINGTOWN ROAD, NEWTOWN, CT, 06470, United States

Phone

203-221-2848

Fax

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2024-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

All web addresses on file

Official SEC filing: View on IAPD