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Andrew Heard Lufkin

DH PARTNERS, LLC·SEATTLE, Washington
Clean recordDH PARTNERS, LLC
1301 2ND AVENUE, SEATTLE, WA 98101CRD# 1389752Firm CRD# 133664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Heard Lufkin · SEATTLE, WA
Registration
CRD #1389752 · DH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Heard Lufkin is a registered financial advisor based in SEATTLE, Washington, affiliated with DH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DH PARTNERS, LLC
DH PARTNERS, LLC
AUM
$23M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DH PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1389752
Firm CRD# 133664
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Heard Lufkin offer?
Andrew Heard Lufkin specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are Andrew Heard Lufkin's credentials?
Andrew Heard Lufkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Heard Lufkin located?
Andrew Heard Lufkin is based in SEATTLE, Washington, working with DH PARTNERS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Andrew Heard Lufkin charge for services?
Andrew Heard Lufkin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DH PARTNERS, LLC?
DH PARTNERS, LLC has approximately 2 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Carol Jean Black
SEATTLE, WA
John Dennis Delafield
SEATTLE, WA

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Research
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