DONALDSON FINANCIAL WELLNESS NETWORK, LLC
Firm details
- Headquarters
- NEWTOWN, Connecticut
- CRD number
- 293622
- Website
- donaldsonfwn.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Donaldson Financial Wellness Network, LLC operates as a limited liability company focused on providing a range of financial services. The firm engages in financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Additionally, it conducts educational seminars and workshops aimed at enhancing financial literacy among its clients. While the firm does not actively engage in ESG investing, it does serve as a capital allocator, directing investments towards various asset managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM DONALDSON
OwnerCRD 2987253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWTOWN, CT
FAIRFIELD
Location
NEWTOWN, CT
Headquartered in NEWTOWN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 197 Huntingtown Rd
- Time zone
- ET (UTC-5)
- Office locations
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