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Building 2DHK FINANCIAL ADVISORS INC

Map pinPORTSMOUTH, NH
Phone603-436-5801
NotebookSEC #801-44524
Total AUM
$1.7B
Employees
5
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 GREENLEAF WOODS DRIVE
SUITE 202
PORTSMOUTH
NH 03801
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
603-436-5801
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
187
Discretionary
$1.4B
Accounts
166
Non-Discretionary
$288.9M
Accounts
21

ContactClients

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Individual Clients
5
AUM
$1.9M
HNW Individual Clients
12
AUM
$121.9M
Pension/Profit Sharing Plan Clients
1
AUM
$149.3M
Charitable Organization Clients
49
AUM
$1.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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