LAVELLE CAPITAL - Financial Advisor in California, San Francisco

Tel: 415-501-9987 345 California St Ste 600 San Francisco, California 94104

About LAVELLE CAPITAL

LAVELLE CAPITAL is a San Francisco, California based financial advisory firm with nearly $267,417,882 in assets under management and provides investment advisory services for 104 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

316754

Firm SEC#:

801-122492

Assets Under Management:

$267,417,882

No. of Clients:

104

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors, Other (FIRM PROVIDES ADVICE TO DONOR-ADVISED FUNDS AND RETIREMENT ACCOUNTS.)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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