DOMANI ADVISORS
Firm details
- Headquarters
- New York, New York
- CRD number
- 291796
- Registered since
- March 8, 2019
- Website
- wallmine.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI90.08%
- Charitable Organizations4.32%
- Corporations / Businesses4.04%
- Individuals1.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Domani Advisors is an SEC-registered investment adviser formed in 2019 and organized as an LLC owned by an individual. The firm manages assets for both individual and family clients as well as institutional relationships, with a core advisory activity centered on portfolio management for individuals and small businesses. Compensation is primarily on a percentage-of-AUM basis (with other fee arrangements noted), and the adviser reports that it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Derivatives1%
Owners & executives
1 of 1Sam Haddad
CEOCRD 5732895
Contacts
1 of 1Ricky Tawil
Partner, AdvisorCRD 7335286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$109M in ETFs
82%
$88.8M
16%
$19.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $11.7M | 382,206 | 10.79% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 10 W 33rd St
- Time zone
- ET (UTC-5)
- Office locations
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