Dunhill Financial

RIASEC Registered

Total AUM

$602M

Discretionary

$601M

100% of AUM

Avg account

$354K

Accounts

1,701

Employees

Advisory reps

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

FINTRX

Overview

Dunhill Financial is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2017. The firm serves both individual and family clients as well as institutional investors, and describes itself as a capital allocator that can place client assets with third‑party managers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. Advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. The firm does not identify as an active ESG investor and appears to operate as a single‑state adviser per its disclosures.