DALE K. EHRHART, INC.
Tel: 941-485-8220 100 W Venice Ave Suite G Venice, Florida 34285
About DALE K. EHRHART, INC.
DALE K. EHRHART, INC. is a Venice, Florida based financial advisory firm with nearly $536,573,690 in assets under management and provides investment advisory services for 286 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
35971
Firm SEC#:
801-13542
Assets Under Management:
$536,573,690
No. of Clients:
286
No. of Advisors:
6
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
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