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Financial Advisor
Virginia
Arlington
COPE CONNELLY

COPE CONNELLY

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

About 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
Firm CRD#:

311665

Firm SEC#:

801-124729

Assets Under Management:

$244,932,974

No. of Clients:

733

No. of Advisors:

2

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

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