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DUNHILL FINANCIAL
DUNHILL FINANCIAL, LLC
CRD 288211 · SEC 801-110590
SWAN COURT, 11 WORPLE ROAD, UNIT 109, LONDON, CA, SW19 4JS, United Kingdom
Phone
+1 561 685 2381
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$601.7M
Discretionary AUM
$601.4M
Team
11 total employees; 11 advisory reps; 2025 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTRUSTEE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 879 | $230.5M |
| High net worth individuals | 113 | $369.6M |
| Corporations/business entities | 4 | $1.6M |
States served
CA, GA, LA, NY, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD