Dunhill & Company, LLC

RIAState Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$94.8K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
289213
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Non-Investment Grade Corp Bonds 26%, Public Funds/Mutual Funds 5%, Other 4%, US Government Bonds 2%, Cash & Cash Equivalents 1%62%
  • Exchange Traded Equities62%
  • Non-Investment Grade Corp Bonds26%
  • Public Funds/Mutual Funds5%
  • Other4%
  • US Government Bonds2%

Contacts

1 of 1
  • Kenneth Winn

    Kenneth Winn

    Co-FounderCRD 4382517

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth