DOWNIE FINANCIAL GROUP

Overview

Downie Financial Group operates as an independent registered investment adviser focused on individual and family clients. The firm blends financial planning with discretionary portfolio management for individuals and small businesses and supplements advisory work with educational seminars and workshops. Its fee model is a mix of percentage of AUM, hourly charges and fixed fees, which supports both ongoing portfolio relationships and project-based planning engagements. Investment activity shows a clear tilt toward equities: the firm favors exchange-traded securities as its primary allocation vehicle and runs its managed accounts with that preference in mind. The adviser is not positioned as an ESG-focused manager, is not a multi-state adviser, and is organized under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices