Daehan Securities,Inc

Overview

Daehan Securities, Inc. is an independent registered investment adviser organized as a corporation with individual ownership. The firm focuses on fee-based portfolio management for individuals and small businesses, and counts individuals and families as its primary client base. It also operates as an insurance broker, suggesting wealth-transfer and insurance planning are part of its client service mix. The firm charges clients a percentage of assets under management and is not positioned as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Public Holdings

Investments & Alternatives