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LAVELLE CAPITAL
Tel: 415-501-9987
345 California St Ste 600
San Francisco, California 94104
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
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
Firm CRD#:
316754
SEC#:
801-122492
No. of Clients:
104
Assets under Management
$267,417,882
No. of Advisors:
3
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