A complete list of active advisors currently associated with Handal Dunaway LLC

Warmer can help you find a great advisor at Handal Dunaway LLC or one who fits your needs even better.

Handal Dunaway LLC is a newly registered investment adviser that offers discretionary and non‑discretionary portfolio management to individuals and to corporations and other businesses. The firm charges fees based on a percentage of assets under management and discloses a $50,000 account minimum (which it may waive) for opening and maintaining advisory accounts. The firm describes a client‑tailored approach that begins with evaluating investment objectives and risk tolerance and may use unaffiliated model portfolios; it lists a broad investment menu that includes equities, bonds, mutual funds and ETFs, ESG‑oriented strategies, options, derivatives, leveraged ETFs, margin transactions and interests in limited partnerships. Accounts are monitored on an ongoing basis with at least monthly reviews and clients receive monthly written reports and trade confirmations from the custodian. Noteworthy for a newly registered, single‑advisor practice is the very small client base and reported assets under management alongside the breadth of permissible strategies and execution arrangements — the brochure names Interactive Brokers as the recommended custodian and discloses potential receipt of research and other brokerage‑provided services. The firm also states it does not participate in wrap fee programs or accept performance‑based fees and offers educational seminars/workshops to clients at no charge.

To learn more about the advisors currently working at Handal Dunaway 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.