Daehan Securities,Inc
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 167216
- Website
- daehansec.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.74%
- Individuals4.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Nicholas Han
President, CEOCRD 2929432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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