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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