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DOLAN CAPITAL ADVISORS, INC.
DOLAN CAPITAL ADVISORS, INC.
CHARLOTTE, North Carolina
·
1 registered advisor
·
CRD# 269886
SEC# 801-130232
2
(704) 887-4969
01
Firm Overview
AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DOLAN CAPITAL ADVISORS, INC.
1 registered advisor
Benjamin Timothy Dolan
CHARLOTTE, North Carolina
CRD# 6353307
05
Office Locations
CHARLOTTE, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. DOLAN CAPITAL ADVISORS, INC. (CRD# 269886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.