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Lawrence Michael Dan

KENNICOTT CAPITAL MANAGEMENT LLC·CORTE MADERA, California
Series 3, Series 7, Series 63, Series 65Clean record22 years registeredKENNICOTT 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

KENNICOTT CAPITAL MANAGEMENT LLC
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · January 2, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KENNICOTT CAPITAL MANAGEMENT LLC
CRD 128947 · SEC 801-121008
AUM
$379M
Regulatory assets under management
Employees
2
456 client accounts
Services offered by KENNICOTT CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KENNICOTT CAPITAL MANAGEMENT LLC →
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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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