Daehan Securities,Inc

RIASEC Registered
Total AUM
$4.7M
Discretionary
$4.5M
96% of AUM
Avg account
$134K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
167216
Fee structure
Percentage of AUM
Client types
  • HNWI95.74%
  • Individuals4.26%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Daehan Securities, Inc. is organized as a corporation and operates as an independent registered investment adviser serving primarily individual and family clients. The firm is owned by an individual and charges clients on a percentage-of-assets-under-management basis. Its advisory remit focuses on portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. The firm does not identify itself as an active ESG investor and is not described as a multistate adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 10%80%
  • Non-Exchange Traded Equities80%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Nicholas Han

    Nicholas Han

    President, CEOCRD 2929432

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
3435 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth