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Donalies Financial Planning, LLC

● SEC registered since 2025CRD 164700SEC# 801-131667
Export (members)
Reg. AUM
$180.2M
Employees
5
Accounts
482
Location
—

Donalies Financial Planning, LLC assets under management

Donalies Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $180.2 million in regulatory assets under management and employs 5 people.
www.donaliesfp.comView on SEC.gov ↗

Donalies Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Charles Edward Donalies ControlPresident/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Donalies Financial Planning, LLC manage?

Donalies Financial Planning, LLC reports $180.2 million in regulatory assets under management on its Form ADV.

How many employees does Donalies Financial Planning, LLC have?

Donalies Financial Planning, LLC reports 5 employees.

Does Donalies Financial Planning, LLC disclose fund performance?

Donalies Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone240-888-2573
Office hours9:00a.m. - 4:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.2M
Non-discretionary$0
Total (RAUM)$180.2M