Dunhill & Company, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 289213
- Website
- www.dunhillco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals72.28%
- HNWI27.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Dunhill & Company, LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individuals and families. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selecting sub-advisers. The firm bills clients using a mix of percentage-of-assets, hourly fees and other arrangements. FINTRX flags Dunhill as a capital allocator that makes third-party manager allocations. The firm is not characterized as an active ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting. An industry affiliation with real estate brokerage activity is recorded.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities62%
- Non-Investment Grade Corp Bonds26%
- Public Funds/Mutual Funds5%
- Other4%
- US Government Bonds2%
Contacts
1 of 1
Kenneth Winn
Co-FounderCRD 4382517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 580 California St
- Time zone
- PT (UTC-8)
- Office locations
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