Dunhill Financial, LLC is an adviser based in London. It manages $40.23 million of regulatory assets for 221 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida, Louisiana, and Texas.
Dunhill Financial provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dunhill Financial, LLC is $40.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and $8.15 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Dunhill Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Dunhill Financial is individuals with 109 clients and $18.79 million of assets under management. Among the 4 most similar advisory firms, Dunhill Financial has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $40.23 million for 118 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 83% of the firm’s clients are foreign persons or businesses.
Dunhill Financial doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Dunhill Financial, LLC performs its advisory services is located at Aldgate Tower 4 Th Floor, London, E1 8 Fa The mailing address of the firm is 455 High Tide Drive, Saint Augustine, FL 32080. An additional office of the firm is in Fort Lauderdale, FL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 7514 993556. The normal business hours are by appointment only on Other. You can find more information about the New York firm at crossborderplanning.net.