$55.2M Total AUM
$55.2M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2010
- Office Locations
- 1
Office Locations
100 School Street Danville CA
About Dolan Partners LLC
Dolan Partners LLC is a Danville, CA registered investment adviser serving retail clients, including business owners and entrepreneurs. The firm provides financial planning alongside tax, estate, and insurance planning, with portfolio construction and asset-allocation guidance. Portfolios make meaningful use of ETFs and mutual funds and are custodied at firms including Charles Schwab.
Team overview
-- AVG AGE
$55.2M AVG AUM / ADVISOR
$620.6K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RYAN PATRICK DOLAN
Managing Partner, Partner
- CRD
- #2566959
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,230,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,230,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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