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Home > Retirement Planners > new hampshire > portsmouth > DHK FINANCIAL ADVISORS INC
DHK FINANCIAL ADVISORS INC
3 Greenleaf Woods Drive
Suite 202
Portsmouth, New Hampshire 03801
Tel: 603-436-5801
About DHK FINANCIAL ADVISORS INC
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 $1,514,041,032 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106126 |
| SEC# | 801-44524 |
| Assets Managed by Firm | $1,514,041,032 |
| No. of Clients | 190 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $1,514,041,032 |
| Individuals (other than high net worth individuals) | 5 | $1,494,288 |
| High net worth individuals | 11 | $107,315,039 |
| Pension and profit sharing plans | Fewer than 5 clients | $136,865,519 |
| Charitable organizations | 45 | $1,268,366,186 |
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|---|---|---|---|
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