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Building 2DUNHILL FINANCIAL

Map pinLONDON
Phone+1 561 685 2381
NotebookSEC #801-110590
Total AUM
$601.7M
Employees
11
Clients
996

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SWAN COURT, 11 WORPLE ROAD
UNIT 109
LONDON
SW19 4JS
United Kingdom
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
+1 561 685 2381
Other Offices
4

ReceiptFinancials

Total AUM
$601.7M
Accounts
1,701
Discretionary
$601.4M
Accounts
1,699
Non-Discretionary
$308.5K
Accounts
2

ContactClients

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Individual Clients
879
AUM
$230.5M
HNW Individual Clients
113
AUM
$369.6M
Corporation or Business Clients
4
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUSTEE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALANYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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