|
⚲
|
| DHK Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 106126 |
| SEC # | 801-44524 |
| CIK # | 0001922962 |
| AUM | $1.5 BB (2024-03-21) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 603-436-5801 |
| Address | 3 Greenleaf Woods Drive Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 5.8 | ||
| RICK | 459.2 | 1.7 | |
| PAR | 1,028.9 | 1.3 | |
| TPX | 3,949.7 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.5 |
| (b) Individuals (high net worth individuals) | 11 | 107.3 |
| (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 | 136.9 |
| (h) Charitable organizations | 45 | 1,268.4 |
| (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 | 190 | 1,514.0 |
| By Discretionary | ||
| Discretionary | 157 | 687.3 |
| Non-Discretionary | 33 | 826.8 |
| Total | 190 | 1,514.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,514.0 | |
| Total | 190 | 1,514.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001922962] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clayton Financial Group LLC
✚
|
MO | 1.5 |
|
Leo Wealth LLC
✚
|
TX | 1.5 |
|
DT Investment Partners LLC
✚
|
PA | 1.5 |
|
Silveroak Wealth Management LLC
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|
MN | 1.5 |
|
Landaas & Company
✚
|
WI | 1.5 |
|
Aveo Capital Partners LLC
✚
|
CO | 1.5 |
|
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
|
Barber Financial Group
✚
|
KS | 1.5 |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |
|
Novare Capital Management
✚
|
NC | 1.5 |