|
⚲
|
| DHK Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 106126 |
| SEC # | 801-44524 |
| CIK # | 0001922962 |
| AUM | $1.3 BB (2023-03-20) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 603-436-5801 |
| Address | 3 Greenleaf Woods Drive Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 4.6 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 81.9 |
| (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 | 132.3 |
| (h) Charitable organizations | 47 | 1,091.6 |
| (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 | 177 | 1,305.7 |
| By Discretionary | ||
| Discretionary | 153 | 658.3 |
| Non-Discretionary | 24 | 647.4 |
| Total | 177 | 1,305.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,305.7 | |
| Total | 177 | 1,305.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001922962] |
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|---|---|---|
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|
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IL | 1.3 |