3 Greenleaf Woods Drive
Suite 202
Portsmouth, New Hampshire 3801
Tel: 603-436-5801
DHK FINANCIAL ADVISORS INC, formally registered with the SEC as DHK FINANCIAL ADVISORS INC. The firm was established in 08/06/1993. They have over 2 offices throughout the country.
DHK FINANCIAL ADVISORS INC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $1,305,687,839 assets under management, offering retirement planning & investment advisory services to 177 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 106126 |
SEC# | 801-44524 |
Assets Managed by Firm | $1,305,687,839 |
No. of Clients | 177 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 177 | $1,305,687,839 |
High net worth individuals | 8 | $81,855,005 |
Pension and profit sharing plans | $132,278,490 | |
Charitable organizations | 47 | $1,091,554,344 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$8,878,539,401 | 64 | 124 | |
$7,540,692,270 | 20 | 104 | |
$4,059,119,000 | 50 | 24 | |
$2,888,383,638 | 1862 | 43 | |
$2,394,519,530 | 1814 | 34 |
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