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Building 2DOLAN CAPITAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone(704) 887-4969
NotebookSEC #801-130232
Total AUM
$179.1M
Employees
4
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15720 BRIXHAM HILL AVENUE
SUITE 300
CHARLOTTE
NC 28277
United States
Operating Hours
8:30AM- 5:00PM
Monday - Friday
Phone
(704) 887-4969
Other Offices
2

ReceiptFinancials

Total AUM
$179.1M
Accounts
354
Discretionary
$179.1M
Accounts
354
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$18.4M
HNW Individual Clients
44
AUM
$160.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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