Unclaimed Profile

Lawrence Robert Gaffaney

DENALI ADVISORS, LLC·LA JOLLA, California

DENALI ADVISORS, LLC

4275 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 2741479Firm CRD# 110242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Robert Gaffaney · LA JOLLA, CA

Registration

CRD #2741479 · DENALI ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Lawrence Robert Gaffaney is a registered financial advisor based in LA JOLLA, California, affiliated with DENALI ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

DENALI ADVISORS, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DENALI ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2741479

Firm CRD# 110242

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Robert Gaffaney offer?

Lawrence Robert Gaffaney specializes in Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.

What are Lawrence Robert Gaffaney's credentials?

Lawrence Robert Gaffaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Robert Gaffaney located?

Lawrence Robert Gaffaney is based in LA JOLLA, California, working with DENALI ADVISORS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Lawrence Robert Gaffaney charge for services?

Lawrence Robert Gaffaney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DENALI ADVISORS, LLC?

DENALI ADVISORS, LLC has approximately 16 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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