Dhh Advisors, LLC (Princeton)

Dhh Advisors, LLC is a large advisory firm based in Princeton. It manages $163.14 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Massachusetts, New Jersey, and 3 other states.

Dhh Advisors provides financial planning services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dhh Advisors: assets under management

The assets under management (AUM) of Dhh Advisors, LLC is $163.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $163.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $622.68 thousand each.

Dhh Advisors has custody of $163.14 million in cash and securities for 37 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 88% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio. Investments in exchange traded securities form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dhh Advisors, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dhh Advisors serves?

The only and largest group of clients of Dhh Advisors is high net worth individuals with 37 clients and $163.14 million of assets under management. Among the 10 most similar advisory firms, Dhh Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $163.14 million for 37 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Dhh Advisors doesn't advise any private funds.

Careers at Dhh Advisors, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Darren L. Zagarola	Member	1 Oct 2013	50% - 75%	5121491
Howard Scott Milove	Member	1 Oct 2013	25% - 50%	3230483
Howard Mark Hook	Member	1 Oct 2013	25% - 50%	4199828
Tracy A Hagberg	Chief compliance officer	1 Oct 2013	Other	1841992

Based in Princeton

The principal office where Dhh Advisors, LLC performs its advisory services is located at 601 Ewing Street, Princeton, NJ 08540, which is also the mailing address of the firm. An additional office of the firm is in Roseland, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 6099211016 or by fax 6099212681. The normal business hours are 9 am - 5 pm on Monday - Friday.