DOLAN PARTNERS LLC

DOLAN PARTNERS LLC of DANVILLE, CA is an SEC-registered investment adviser (CRD 152317). Regulatory assets under management: $55.2M.

Registration

• CRD: 152317
• Type: Registered investment adviser
• Location: 100 SCHOOL STREET, DANVILLE, CA, 94526
• Phone: 415-608-2080
• Latest filing: 2026-03-06
• Regulatory AUM: $55.2M
• Discretionary AUM: $55.2M
• Clients: 1
• Accounts: 96

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152317 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search