Dahab Associates Inc
Firm details
- Headquarters
- Bay Shore, New York
- CRD number
- 108356
- Registered since
- March 7, 1986
- Website
- www.dahab.com
- Fee structure
- Fixed Fees, Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Dahab Associates Inc. is a corporation that has been SEC-registered since 1986 and operates as an institutional RIA focused on pension consulting. The firm is owned by an individual and serves institutional clients rather than retail households. Its engagement model is fee-based (fixed fees and other arrangements) and it functions as a consultant rather than a discretionary capital allocator. Dahab does not identify itself as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Dahab
CEOCRD 6179220
Suzanne Houlihan
Chief Compliance OfficerCRD 2285878
Contacts
3 of 3
Richard Dahab
ChairmanCRD 1098901
David Lee
PresidentCRD 2888975
Gregory McNeillie
Principal & Vice ChairmanCRD 7525539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bay Shore, NY
Suffolk
Location
Bay Shore, NY
Headquartered in Bay Shore, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 423 S Country Rd
- Time zone
- ET (UTC-5)
- Office locations
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