Dunhill Financial
Firm details
- Headquarters
- London,
- CRD number
- 288211
- Registered since
- June 9, 2017
- Website
- www.dunhillfinancial.com
- Custodians
- INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.43%
- Individuals38.3%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dunhill Financial is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional investors, operating primarily as a fee-based adviser that charges percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside managers. The firm functions as a capital allocator, directing client capital to third-party managers as part of its investment process. Dunhill Financial is not identified as an active ESG investor.
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 Funds67%
- Exchange Traded Equities16%
- Sovereign Bonds5%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
Contacts
3 of 12
Isa Hantzsch
Financial PlannerCRD 6794926
Robin Lakey-white
Director of Strategic PlanningCRD 5443866
Brian Dunhill
Portfolio ManagerCRD 4686593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 520Active vs passive
$448M in ETFs
80%
$360M
15%
$88.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $66.9M | 97,277 | 14.92% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- Swan Ct 11 Worple Rd
- Office locations
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