|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DHK Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 106126 |
| SEC # | 801-44524 |
| CIK # | 0001922962 |
| AUM | $1.7 B (2025-03-17) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 603-436-5801 |
| Address | 3 Greenleaf Woods Drive Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.1 | ||
| Par Technology Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.9 |
| (b) Individuals (high net worth individuals) | 12 | 121.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 149.3 |
| (h) Charitable organizations | 49 | 1,404.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 1,677.4 |
| By Discretionary | ||
| Discretionary | 166 | 1,388.5 |
| Non-Discretionary | 21 | 288.9 |
| Total | 187 | 1,677.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,677.4 | |
| Total | 187 | 1,677.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001922962] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Patriot Investment Management Group Inc
✚
|
TN | 1.7 |
|
Waterloo Capital LP
✚
|
TX | 1.7 |
|
JNBA Financial Advisors LLC
✚
|
MN | 1.7 |
|
Mainline West Fund Manager LLC
✚
|
CO | 1.7 |
|
SLOY Dahl & Holst LLC
✚
|
WA | 1.7 |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 1.7 |
|
Colonial Trust Advisors Inc
✚
|
SC | 1.7 |
|
Larch Capital Partners LLC
✚
|
FL | 1.7 |
|
Austin Asset Management Co
✚
|
TX | 1.7 |
|
Pembroke Management Ltd
✚
|
1.7 |