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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| DHH Advisors LLC
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|---|---|
| CRD # | 169687 |
| SEC # | 801-80182 |
| CIK # | |
| AUM | $300.4 M (2025-03-31) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 609-921-1016 |
| Address | 601 Ewing Street Princeton, NJ 08540 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 54 | 300.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 300.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 294 | 300.4 |
| Total | 294 | 300.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.4 | |
| Total | 294 | 300.4 |
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|---|---|---|
|
Keyvantage Wealth LLC
✚
|
PA | 0.3 |
|
The Hogan-Knotts Financial Group Inc
✚
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NJ | 0.3 |
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Capstone Wealth Management Inc
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MT | 0.3 |
|
Prepared Retirement Institute LLC
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PA | 0.3 |
|
Kessler Investment Group LLC
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IN | 0.3 |
|
Ketron Financial LLC
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|
CA | 0.3 |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |
|
EGI Financial Inc
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|
OH | 0.3 |
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |