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 independent registered investment adviser organized as an LLC and registered in 2019. The firm is owned by an individual and provides portfolio management services focused on individuals, families and some institutional clients. Its fee model is principally a percentage of assets under management alongside other fee arrangements. The firm does not identify as an active ESG investor and operates as a single-state adviser per its filings.
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 1
Sam 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 37Active vs passive
$129M in ETFs
82%
$106M
15%
$23M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $12.8M | 123,459 | 9.94% |
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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