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
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts46ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dolan Partners LLC
1
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.
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