$27.0K Total AUM
$27.0K Disc. AUM
-- 3Y CAGR
5 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2024
- Office Locations
- 1
Office Locations
119 W 24th ST 4TH Floor NEW York NY
About Handal Dunaway LLC
Handal Dunaway LLC is a NEW York-based RIA. The firm has been operating for 1 years. Managing $27.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$27.0K AVG AUM / ADVISOR
$9.0K AVG AUM / CLIENT
1.8 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
Esteban Handal
Chief Compliance Officer, Chief Executive Officer, Investment Banking Associate, Managing Member
- CRD
- #7582822
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,960 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,960 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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