Daehan Securities,Inc

Overview

Daehan Securities, Inc. is a small, client-focused advisory and insurance brokerage that concentrates on direct portfolio management for individuals and small businesses. The firm is owner-operated and fees are charged as a percentage of assets under management. Investment activity is weighted toward equity exposure, with a clear preference for non‑exchange traded equity positions. Given its business mix, Daehan integrates insurance-product capabilities alongside discretionary portfolio management rather than operating as a broad institutional allocator. The firm is not an active ESG investor, does not present as a multi‑state adviser, and does not identify as a pension consultant or related adviser.

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Location & Offices