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Home > Retirement Planners > california > larkspur > FINANCIAL CONNECTIONS GROUP, INC.
FINANCIAL CONNECTIONS GROUP, INC.
1100 Larkspur Landing Circle
#355
Larkspur, California 94939
Tel: 415-924-1091
About FINANCIAL CONNECTIONS GROUP, INC.
FINANCIAL CONNECTIONS GROUP, INC, formally registered with the SEC as FINANCIAL CONNECTIONS GROUP, INC. The firm was established in 01/31/2000. They have over 3 offices throughout the country.
FINANCIAL CONNECTIONS GROUP, INC. is a Larkspur, California based Financial Planning firm with nearly $480,770,894 assets under management, offering retirement planning & investment advisory services to 986 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108906 |
| SEC# | 801-57202 |
| Assets Managed by Firm | $480,770,894 |
| No. of Clients | 986 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 986 | $480,770,894 |
| Individuals (other than high net worth individuals) | 169 | $69,636,857 |
| High net worth individuals | 145 | $411,134,037 |
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