1700 N. Moore St.
Suite 1130
Arlington, Virginia 22209
Tel: (888) 336-8402
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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