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Timothy Dolan

F/M INVESTMENTS LLC·WASHINGTON, District of Columbia
Unclaimed Profile
3050 K. ST NW, WASHINGTON, DC 20007CRD# 7708634Firm CRD# 304405
01

About

Timothy Dolan is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with F/M INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
F/M INVESTMENTS LLC
F/M INVESTMENTS LLC
AUM
$12.8B
Regulatory assets under management
Employees
67
Total firm employees
View all advisors at F/M INVESTMENTS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7708634
Firm CRD# 304405
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Dolan offer?
Timothy Dolan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Timothy Dolan's credentials?
Timothy Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Dolan located?
Timothy Dolan is based in WASHINGTON, District of Columbia, working with F/M INVESTMENTS LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Timothy Dolan charge for services?
Timothy Dolan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is F/M INVESTMENTS LLC?
F/M INVESTMENTS LLC has approximately 67 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WASHINGTON, D.C. (11)WASHINGTON DC (4)WASHING DC (2)
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Research
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