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Timothy Paul Bogan

LC ADVISORS, LLC·SAN FRANCISCO, California
Unclaimed Profile
71 STEVENSON ST, SAN FRANCISCO, CA 94105-2985CRD# 2911404Firm CRD# 155460
01

About

Timothy Paul Bogan is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LENDINGCLUB ASSET MANAGEMENT, LLC
LENDINGCLUB ASSET MANAGEMENT, LLC
AUM
$107M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at LENDINGCLUB ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2911404
Firm CRD# 155460
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Paul Bogan offer?
Timothy Paul Bogan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Timothy Paul Bogan's credentials?
Timothy Paul Bogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Paul Bogan located?
Timothy Paul Bogan is based in SAN FRANCISCO, California, working with LC ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Timothy Paul Bogan charge for services?
Timothy Paul Bogan'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 LC ADVISORS, LLC?
LC ADVISORS, LLC has approximately 16 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LC ADVISORS, LLC

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Russell Scott Elmer
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Carrie Louise Dolan
SAN FRANCISCO, CA
Raman Suri
SAN FRANCISCO, CA
Bradley Gene Pattelli
SAN FRANCISCO, CA
Bradley Lawrence Coleman
SAN FRANCISCO, CA

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Research
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