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DALE K. EHRHART, INC.
100 W Venice Ave
Suite G
Venice, Florida 34285
Tel: 941-485-8220
About DALE K. EHRHART, INC.
DALE K EHRHART, INC, formally registered with the SEC as DALE K EHRHART, INC. The firm was established in 02/17/1978. They have over 1 offices throughout the country.
DALE K. EHRHART, INC. is a Venice, Florida based Financial Planning firm with nearly $536,573,690 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 35971 |
| SEC# | 801-13542 |
| Assets Managed by Firm | $536,573,690 |
| No. of Clients | 286 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 286 | $536,573,690 |
| Individuals (other than high net worth individuals) | 22 | $5,389,447 |
| High net worth individuals | 83 | $405,319,877 |
| Pension and profit sharing plans | 3 | $3,078,068 |
| Charitable organizations | 10 | $42,293,258 |
| Corporations or other businesses | 7 | $80,493,040 |
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