Dolan Partners LLC

Dolan Partners LLC (CRD# 152317) is a financial advisory firm headquartered in Danville, CA. They manage $40,200,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 School Street, Danville, CA 94526
http://www.dolanpartners.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $873,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dolan Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ryan Dolan, financial advisor Danville CA
Ryan P. Dolan
CRD#: 2566959
100 School Street, Danville, CA 94526

Ryan Dolan (CRD# 2566959) is an Investment Advisor Representative working at Dolan Partners LLC in Danville, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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