Dale K. Ehrhart, Inc. is a large advisory firm based in Venice. It manages $569.67 million of regulatory assets for 461 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 6 other states.
Dale K. Ehrhart provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dale K. Ehrhart, Inc. is $569.67 million. The firm's AUM has grown by 410% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dale K. Ehrhart, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Byron Anthony Sanders is high net worth individuals with 66 clients and $541.39 million of assets under management. Among the 9 most similar advisory firms, Dale K. Ehrhart has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $569.67 million for 166 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.
Dale K. Ehrhart doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 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.
Byron Anthony Sanders has been acting as President since 1 Jan 2003. Michael Warren Hartley joined the executive team most recently as the President / Chief Compliance Officer.
The principal office where Dale K. Ehrhart, Inc. performs its advisory services is located at 100 W Venice Ave, Venice, FL 34285, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-485-8220 or by fax 941-488-8465. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at dkeinc.com.