COPE CONNELLY

1700 N. Moore St.
Suite 1130
Arlington, Virginia 22209
Tel: (888) 336-8402

About COPE CONNELLY

COPE CONNELLY, formally registered with the SEC as COPE CONNELLY. The firm was established in 04/22/2022. They have over 2 offices throughout the country.

COPE CONNELLY is a Arlington, Virginia based Financial Planning firm with nearly $244,932,974 assets under management, offering retirement planning & investment advisory services to 733 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311665
SEC#	801-124729
Assets Managed by Firm	$244,932,974
No. of Clients	733
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PRIVATE PLACEMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	733	$244,932,974
Individuals (other than high net worth individuals)	577	$92,738,462
High net worth individuals	72	$78,987,820
Pension and profit sharing plans	6	$10,761,974
Corporations or other businesses	78	$62,444,718

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