Financial Connections Group

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Financial Connections Group, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Financial Connections Group manages $265.4 million and provides investment advisory services for 227 clients (1:76 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $750,000
Average Client Balance $1,169,023
Hybrid Advisor No
Disciplinary History No
Total AUM $265.4 million
Advisor / Client Ratio 1:76
Headquarters Corte Madera, CA
SEC Filings Forms and Brochures    (CRD # 108906)
State(s) Registered CA, OR

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