Investment adviser · CRD 104734
DOLAN FINANCIAL CORP
Investment adviser filing (IA)
SILVER SPRING, MD, United States · Form ADV filed May 23, 2012
- Regulatory AUM
- $48.8M Form ADV · Item 5.F
- Client accounts
- 81 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 23, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
8455 COLESVILLE RD STE 710SILVER SPRING, MD, 20910-3318, United States
CRD 104734
Filing source
Form ADV 648860 · May 23, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.