Daniel
Mclennon
Polen Capital Management, LLC
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About this Advisor
Daniel Mclennon is a financial advisor based in Boca Raton, Florida, with 1 year of industry experience. Mclennon is an advisor for Polen Capital Management, LLC. Their career trajectory has included roles 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. Mclennon maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Florida. Polen Capital Management, LLC is a registered investment business that has its headquarters in Boca Raton, FL. The investment advisory business has a total of 153 financial advisors. It controls $36 billion in total assets between its 3,515 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 98 charities and foundations. Of its 3,515 accounts, 82% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by Polen Capital Management, LLC most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Polen Capital Management, LLC Brokerage Details
$36,045,083,867
153
3,515
$10,254,647
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
Daniel has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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