$4.7M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Bridge delta
- Established Date
- 05-16-2013
- Office Locations
- 1
Office Locations
-- Santa Clarita CA
About Daehan SECURITIES,INC
Daehan Securities, founded in 1989, serves Korean-American and broader retail investors with investment advisory and financial planning alongside domestic/international trading, institutional execution and investment banking. The firm clears through Interactive Brokers (since 2016) to support cross-border transaction execution, and works with Shinhan Securities for real-time Korean market quotes and company information.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$134.3K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Unison
Client Personas
Catalyst unison
Custodian
Quantum Peak Delta bridge
Investment Themes
Unison
Investment Vehicles
Radial
Services
Ridge Momentum atlas Matrix Harbor radial Insight fusion
Technology
Pioneer foundation
Owner & Executives
N
NICHOLAS SANGHYUNG HAN
Chief Executive Officer, President
- CRD
- #2929432
- Ownership
- 75% or more
(582) 601-1173
fusion.vector@frontiercapital.com
in linkedin.com/in/meridian-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $200,000 | -- |
| Total | $4,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,700,000
Equity - OTC:
53.2% Cash:
26.2% Equity - Exchange:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,767,524,115 | 53.2% |
| Cash | $870,472,403 | 26.2% |
| Equity - Exchange | $684,417,232 | 20.6% |
| Total | $3,322,413,750 | 100.0% |