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Karl Franklin Dasher

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida
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1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 2482395Firm CRD# 106093
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About

Karl Franklin Dasher is a registered financial advisor based in BOCA RATON, Florida, affiliated with POLEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm
POLEN CAPITAL MANAGEMENT, LLC
POLEN CAPITAL MANAGEMENT, LLC
AUM
$43.2B
Regulatory assets under management
Employees
173
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2482395
Firm CRD# 106093
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karl Franklin Dasher offer?
Karl Franklin Dasher specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Karl Franklin Dasher's credentials?
Karl Franklin Dasher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl Franklin Dasher located?
Karl Franklin Dasher is based in BOCA RATON, Florida, working with POLEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Karl Franklin Dasher charge for services?
Karl Franklin Dasher'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 POLEN CAPITAL MANAGEMENT, LLC?
POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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