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DONALDSON FINANCIAL WELLNESS NETWORK, LLC
CRD 293622
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