A complete list of active advisors currently associated with Dunhill & Company, LLC

Warmer can help you find a great advisor at Dunhill & Company, LLC or one who fits your needs even better.

Dunhill & Company is a small, independent registered investment adviser that provides discretionary portfolio management, financial planning and consulting, and the selection and oversight of third‑party sub‑advisers for individuals, high‑net‑worth clients, corporations and other businesses. The firm reports managing roughly $3.03 million on a discretionary basis and offers complimentary financial planning to clients who use its portfolio management platform. The firm builds tailored portfolios using model portfolios and third‑party managers and monitors and rebalances accounts on an ongoing basis, employing methods that include fundamental and technical analysis as well as modern portfolio theory. Dunhill’s investment menu explicitly includes alternative investments, REITs and direct real estate exposure, and the brochure notes that tax efficiency is not a primary consideration unless agreed in writing. Compared with many independent solo advisers, the brochure highlights two less common features: a disclosed affiliation with a real‑estate broker or real‑estate‑related activities and the acceptance of corporate or institutional clients in addition to individual investors. The firm also offers specialized planning work tied to real estate (including real estate analysis and cost‑segregation studies) and discloses arrangements to share in sub‑adviser fees when recommending third‑party managers.

To learn more about the advisors currently working at Dunhill & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kenneth Winn	San Francisco, CA	21

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