Hanwha Asset Management (Usa) LTD
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Overview
Hanwha Asset Management (Usa) LTD operates as a financial advisor company headquartered in San Francisco, California. It administers $2.9 billion in total assets throughout eight accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). It has a small team, including 7 financial advisors. Hanwha Asset Management (Usa) LTD does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like equities, bonds and options.
Hanwha Asset Management (Usa) LTD oversees three of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions without needing the customer's consent. Hanwha Asset Management (Usa) LTD also has five non-discretionary accounts totaling $1.6 billion in assets under management. The advisory firm manages about $356.9 million for every customer account. The average advisor at Hanwha Asset Management (Usa) LTD manages about one client account, making it one of the most personalized advisor firms in the country.
The firm's central office is located at 300 Grant Avenue, San Francisco, California 94108. Hanwha Asset Management (Usa) LTD is legally permitted to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hanwha Asset Management (Usa) LTD by the Numbers
$2.9 billion
10
8
$356.9 million
Fee Structure
Fees for financial management depend on which services are provided. Fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Hanwha Asset Management (Usa) LTD works with banking institutions and insurance companies. Out of its eight customers, Hanwha Asset Management (Usa) LTD's largest client type is insurance companies. Around 100% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hanwha Asset Management (Usa) LTD does not have any disclosures.
Please visit its Form ADV for more details.
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