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DUNHILL & COMPANY, LLC
CRD 289213
580 CALIFORNIA STREET, SUITE 1226, SAN FRANCISCO, CA, 94104, United States
Phone
415-755-6820
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$3.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISERS - SUB-ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD