Daniel
Mclennon
Polen Capital Management, LLC
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About this Advisor
Daniel Mclennon is a financial advisor based in Boca Raton, Florida, working with Polen Capital Management, LLC. Daniel has previously held positions at Ing, Ing Financial Partners, Inc, Voya Financial, Voya Financial Advisors, Voya Investments Distributor, LLC, Voya Investment Management, Voya Investment Management Co. LLC, Foreside Funds Distributors, LLC, and Polen Capital Management, LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Daniel is part of Polen Capital Management, LLC, which operates out of Boca Raton, Florida. The firm has one office and 173 employees. The firm manages assets totaling $43.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Polen Capital Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
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Polen Capital Management, LLC Brokerage Details
$43,238,955,480
173
3,397
$12,728,571
Investment Advisory Services
- 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
Daniel Mclennon Work History
Foreside Funds Distributors, LLC
Polen Capital Management, LLC
Voya Investments Distributor, LLC
Voya Investment Management
Voya Financial
Voya Financial Advisors
Voya Investment Management Co. LLC
Ing Financial Partners, Inc
Ing
Disclosures
Please visit the SEC profile of Daniel Mclennon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Geneva, IL
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