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Home > Retirement Planners > california > thousand oaks > DRH INVESTMENTS, INC.
DRH INVESTMENTS, INC.
141 Duesenberg Drive
Suite 15a
Thousand Oaks, California 91362
Tel: (310) 826-1740
About DRH INVESTMENTS, INC.
DRH INVESTMENTS, INC, formally registered with the SEC as DRH INVESTMENTS, INC. The firm was established in 02/11/2019. They have over 1 offices throughout the country.
DRH INVESTMENTS, INC. is a Thousand Oaks, California based Financial Planning firm with nearly $179,526,037 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164945 |
| SEC# | 801-114702 |
| Assets Managed by Firm | $179,526,037 |
| No. of Clients | 323 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 323 | $179,526,037 |
| Individuals (other than high net worth individuals) | 14 | $1,059,127 |
| High net worth individuals | 93 | $162,860,147 |
| Pension and profit sharing plans | 9 | $10,137,916 |
| Charitable organizations | Fewer than 5 clients | $1,190,400 |
| Other investment advisers | Fewer than 5 clients | $4,278,447 |
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