Dunhill Financial, Sprl (Brussels)

Dunhill Financial, Sprl provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dunhill Financial, Sprl: assets under management

The assets under management (AUM) of Dunhill Financial, Sprl is $15.5 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1 million in discretionary accounts and $14.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $190.79 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dunhill Financial, Sprl for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brussels

The principal office where Dunhill Financial, Sprl performs its advisory services is located at Av. Des Saisons 110, Brussels, 1050, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +32(0)2 644 6625. The normal business hours are 9:30am -5:00pm on Monday - Friday. You can find more information about the New York firm at dunhillfinancial.be.

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