DOLAN MCENIRY CAPITAL MANAGEMENT LLC

120 North Lasalle Street, Suite 1510
Chicago, Illinois 60602-2457
Tel: 312-345-4800

About DOLAN MCENIRY CAPITAL MANAGEMENT LLC

DOLAN MCENIRY CAPITAL MANAGEMENT LLC, formally registered with the SEC as DOLAN MCENIRY CAPITAL MANAGEMENT LLC. The firm was established in 08/15/1997. They have over 3 offices throughout the country.

DOLAN MCENIRY CAPITAL MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $9,494,879,573 assets under management, offering retirement planning & investment advisory services to 4433 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108658
SEC#	801-54756
Assets Managed by Firm	$9,494,879,573
No. of Clients	4433
No. of Advisors	21

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4433	$9,494,879,573
High net worth individuals	27	$259,147,620
Charitable organizations	27	$1,017,620,912
Corporations or other businesses	10	$60,324,154

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