Dolan Financial Corp is an adviser based in Silver Spring. It manages $48.81 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, New Jersey, Texas, Virginia, and West Virginia.
Dolan Financial Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dolan Financial Corp is $48.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dolan Financial Corp for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Dolan Financial Corp performs its advisory services is located at 8455 Colesville Rd Ste 710, Silver Spring, MD 20910 3318, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-495-5900 or by fax 301-495-5905. The normal business hours are 9:30 am - 5:30 pm on Monday - Friday.