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COPE CONNELLY
Tel: (888) 336-8402
1700 N. Moore St. Suite 1130
Arlington, Virginia 22209
COPE CONNELLY
COPE CONNELLY is a Arlington, Virginia based financial advisory firm with nearly $244,932,974 in assets under management and provides investment advisory services for 733 clients. There are currently 2 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
311665
SEC#:
801-124729
No. of Clients:
733
Assets under Management
$244,932,974
No. of Advisors:
2
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