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Dale K. Ehrhart, Inc.

● SEC registered since 1978CRD 35971SEC# 801-13542Venice, FL
Export (members)
Reg. AUM
$561.5M
Employees
7
Accounts
288
Location
Venice, FL

Dale K. Ehrhart, Inc. assets under management

Dale K. Ehrhart, Inc. is a registered investment adviser overseen by the SEC based in Venice, FL. The firm has been registered since 1978. It reports $561.5 million in regulatory assets under management and employs 7 people.
www.dkeinc.comView on SEC.gov ↗

Dale K. Ehrhart, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bonnie Brown HartleySecretary/Treasurer5-10%2017
Michael Thomas Hartley ControlCeo / OwnerOver 75%2003
Michael Warren HartleyPresident / Chief Compliance Officer5-10%2017

Frequently asked questions

How much does Dale K. Ehrhart, Inc. manage?

Dale K. Ehrhart, Inc. reports $561.5 million in regulatory assets under management on its Form ADV.

How many employees does Dale K. Ehrhart, Inc. have?

Dale K. Ehrhart, Inc. reports 7 employees.

Where is Dale K. Ehrhart, Inc. located?

Dale K. Ehrhart, Inc. is based in Venice, FL and has been SEC-registered since 1978.

Does Dale K. Ehrhart, Inc. disclose fund performance?

Dale K. Ehrhart, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 W Venice Ave, Suite G, Venice, FL 34285
Phone941-485-8220
Fax941-488-8465
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$518.3M
Non-discretionary$43.2M
Total (RAUM)$561.5M