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Given And Dini Investment Management, LLC (Carmel)


Given And Dini Investment Management, LLC is a large advisory firm based in Carmel. It manages $38.15 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Given And Dini Investment Management provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Given And Dini Investment Management: assets under management

The assets under management (AUM) of Given And Dini Investment Management, LLC is $38.15 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.72 million in discretionary accounts and $2.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $321.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $404.58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Given And Dini Investment Management, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Carmel

The principal office where Given And Dini Investment Management, LLC performs its advisory services is located at 26352 Carmel Rancho Lane,, Carmel, CA 93923, 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 (831) 625-1530 or by fax (831) 625-1531. The normal business hours are 8:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.givendini.com.


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