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- Custodian
- Charles Schwab & Company · Merrill Lynch · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2017
- Office Locations
- 1
Office Locations
About Dunhill & Company, LLC
Dunhill & Company, LLC is a San Francisco-based, fee-only fiduciary advisor providing tailored portfolio management and financial planning, with in-house guidance on real estate matters (no transactions through the firm). Portfolios emphasize diversification and are monitored with modern financial technology; reported SMA exposure is primarily ETFs with a smaller allocation to investment-grade bonds and public funds. Custody relationships include Schwab and Merrill Lynch.
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Owner & Executives
KENNETH ALLEN WINN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4382517
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,033,876 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,033,876 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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