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LAVELLE CAPITAL
345 California St
Ste 600
San Francisco, California 94104
Tel: 415-501-9987
About LAVELLE CAPITAL
LAVELLE CAPITAL, formally registered with the SEC as LAVELLE CAPITAL. The firm was established in 10/13/2021. They have over 1 offices throughout the country.
LAVELLE CAPITAL is a San Francisco, California based Financial Planning firm with nearly $267,417,882 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316754 |
| SEC# | 801-122492 |
| Assets Managed by Firm | $267,417,882 |
| No. of Clients | 104 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
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.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 104 | $267,417,882 |
| High net worth individuals | 12 | $209,326,038 |
| Charitable organizations | 1 | $3,210,114 |
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