Financial Connections Group, Inc.
CRD 108906SEC# 801-57202Larkspur, CA
No longer SEC-registered. Financial Connections Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$624.6M
Employees
7
Accounts
1,024
Location
Larkspur, CA
Financial Connections Group, Inc. assets under management
Financial Connections Group, Inc. operates as an SEC-registered investment adviser based in Larkspur, CA. It reports $624.6 million in regulatory assets under management and employs 7 people.
Financial Connections Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Pon | Secretary | 10-25% | 2006 |
| Jill Doryce Hollander Control | Managing Partner/President/Chief Compliance Officer | Over 75% | 2006 |
| Kai Bogdanovich | General Manager & Partner | 5-10% | 2024 |
Frequently asked questions
How much does Financial Connections Group, Inc. manage?
Financial Connections Group, Inc. reports $624.6 million in regulatory assets under management on its Form ADV.
How many employees does Financial Connections Group, Inc. have?
Financial Connections Group, Inc. reports 7 employees.
Where is Financial Connections Group, Inc. located?
Financial Connections Group, Inc. is based in Larkspur, CA.
Does Financial Connections Group, Inc. disclose fund performance?
Financial Connections Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1100 Larkspur Landing Circle, #355, Larkspur, CA 94939 |
| Office hours | 9:00 a.m. - 4:30 p.m. (Pt) |
| Discloses disciplinary history | No |
Regulatory AUM
$624.6M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$624.6Mregulatory AUM
Discretionary $624.6M