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DOLAN PARTNERS LLC
CRD 152317
100 SCHOOL STREET, DANVILLE, CA, 94526, United States
Phone
415-608-2080
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.2M
Discretionary AUM
$55.2M
Team
1 total employees; 1 advisory reps; 43 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $55.2M |
All web addresses on file
Official SEC filing: View on IAPD