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Lawrence Michael Dan

KENNICOTT CAPITAL MANAGEMENT LLC·CORTE MADERA, California
Clean recordKENNICOTT CAPITAL MANAGEMENT LLC
200 TAMAL PLAZA, SUITE 109, CORTE MADERA, CA 94925CRD# 1504996Firm CRD# 128947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Michael Dan · CORTE MADERA, CA
Registration
CRD #1504996 · KENNICOTT CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Michael Dan is a registered financial advisor based in CORTE MADERA, California, affiliated with KENNICOTT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KENNICOTT CAPITAL MANAGEMENT LLC
KENNICOTT CAPITAL MANAGEMENT LLC
AUM
$379M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KENNICOTT CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1504996
Firm CRD# 128947
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Michael Dan offer?
Lawrence Michael Dan specializes in Investment Management, Fee-Only Advisory. Contact their office in CORTE MADERA, California for a consultation.
What are Lawrence Michael Dan's credentials?
Lawrence Michael Dan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Michael Dan located?
Lawrence Michael Dan is based in CORTE MADERA, California, working with KENNICOTT CAPITAL MANAGEMENT LLC. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Lawrence Michael Dan charge for services?
Lawrence Michael Dan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNICOTT CAPITAL MANAGEMENT LLC?
KENNICOTT CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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