Paul Dannenhauer
Paul Dannenhauer is a registered investment advisor at Mainline West Fund Manager LLC, based in Denver, CO, with 32 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MainLine West Fund Manager manages investments for separately managed accounts and private pooled investment vehicles.
For separately managed accounts, fees are calculated as a percentage of the value of your portfolio. Fees are deducted semi-annually. The specific fee schedule is determined by the Investment Management Agreement.
For private pooled investment vehicles, Class B investors are charged 1.00% per year and Class A investors are charged 0.75% per year. The fee is based on the greater of the investor’s capital commitment or net capital contributions to the Fund. MainLine West may waive or reduce the fee for certain investors.
Location
2237 W. 30th Avenue, Denver, CO, 80211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is a Senior VP at Mainline West, LLC, dedicating nearly full-time hours to investing. He also works for Mainline West Fund Manager, LLC, a wholly-owned subsidiary, managing tax-advantaged funds and private client trusts.
Employment History
Current Registrations
Mainline West Fund Manager LLC
Mainline West Municipal Securities LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Van Kampen Funds INC.Broker
Harris Associates Securities L.P.Broker
Goldman, Sachs & CO.Broker
Van Kampen Merritt INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.