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How does DENNIS CAPITAL MANAGEMENT, L.L.C. help clients – Key Takeaways:
DENNIS CAPITAL MANAGEMENT, L.L.C. provides financial expertise and services to help clients achieve their financial goals. They offer a range of services and cater to different types of clients, providing personalized solutions and strategies to meet each client’s unique financial needs.
Facts and Insights
DENNIS CAPITAL MANAGEMENT, L.L.C. was founded in 2005 and is based in New York City. The company manages over $500 million in assets, and currently has a team of 10 experienced and knowledgeable financial advisors. They have a strong track record of providing successful financial solutions to their clients, and are committed to staying up-to-date with the latest market trends and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
DENNIS CAPITAL MANAGEMENT, L.L.C. offers a wide range of financial services to meet their clients’ needs and help them achieve their financial goals. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. They also provide access to a network of legal and accounting professionals to ensure a comprehensive and holistic approach to financial management.
Client Types
DENNIS CAPITAL MANAGEMENT, L.L.C. caters to a diverse range of clients, including high net worth individuals, families, small businesses, and institutions. They understand that each client has different financial goals and risk tolerance, and they tailor their services accordingly to provide personalized solutions for each client.
Fees & Compensation
DENNIS CAPITAL MANAGEMENT, L.L.C. operates on a fee-based compensation structure, which means they are paid based on a percentage of the assets they manage for their clients. This ensures that their incentives are aligned with their clients’ best interests, as the company only benefits when their clients’ assets grow. They are transparent about their fees and work with their clients to create a fee structure that works best for them.
Background
DENNIS CAPITAL MANAGEMENT, L.L.C. was founded by John Dennis, a financial expert with over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA), and he leads a team of advisors who have diverse backgrounds and experiences in the financial sector. This collective expertise and knowledge allows them to provide comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, DENNIS CAPITAL MANAGEMENT, L.L.C. is required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV. They have a clean record with no disciplinary actions taken against them, and they prioritize transparency and open communication with their clients.