Financial Connections Group, Inc.
Financial Connections Group, Inc. is a California-based investment advisory firm headquartered in Corte Madera, CA. With a team of approximately 8 employees, the firm delivers personalized investment management and financial advisory services primarily to individuals and high net worth clients. Founded in California, Financial Connections Group specializes in client-directed investment strategies, operating under SEC regulations as a registered investment adviser, and is structured to serve U.S.-based individuals rather than institutional or pooled clients. The firm is independently operated and its filings indicate an exclusive focus on private client management.
Investment Strategy
Financial Connections Group, Inc. employs a personalized discretionary investment strategy focused almost entirely on individuals and high net worth individuals, providing tailored portfolio management and ongoing advice. The firm manages assets primarily for U.S. persons with no disclosed involvement in institutional, pooled vehicles, or other non-individual client types. The approach centers on long-term, diversified portfolio construction while meeting specific client objectives, risk tolerances, and financial circumstances. All managed accounts are executed with full discretion, reflecting the firm's emphasis on client-specific, fiduciary-driven management.
Top Holdings
Equity Positions (223)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 13.36% | $34.2M | 748,181 | $33.10 | $45.76 | +$1.7M |
E ESGV | VANGUARD WORLD FD | 8.25% | $21.1M | 178,571 | $98.50 | $118.44 | +$2.2M |
V VUG | VANGUARD INDEX FDS | 5.97% | $15.3M | 31,920 | $376.70 | $479.61 | +$225.0K |
D DFIV | DIMENSIONAL ETF TRUST | 5.46% | $14.0M | 303,202 | $31.21 | $46.12 | +$1.1M |
U USXF | ISHARES TR | 5.30% | $13.6M | 237,052 | $40.25 | $57.31 | +$1.6M |