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CONNECT FINANCIAL ADVISORS

CONNECT FINANCIAL, LLC

CRD 321212

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$66.8M

Discretionary AUM

$66.8M

Team

7 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals444$53.6M
High net worth individuals8$9.0M
Pension/profit sharing plans66$4.2M

All web addresses on file

Official SEC filing: View on IAPD