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Building 2DALE K. EHRHART, INC.

Map pinVENICE, FL
Phone941-485-8220
NotebookSEC #801-13542
Total AUM
$648.8M
Employees
6
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W VENICE AVE
SUITE G
VENICE
FL 34285
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
941-485-8220

ReceiptFinancials

Total AUM
$648.8M
Accounts
309
Discretionary
$582.6M
Accounts
269
Non-Discretionary
$66.1M
Accounts
40

ContactClients

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Individual Clients
22
AUM
$6.6M
HNW Individual Clients
92
AUM
$494.6M
Pension/Profit Sharing Plan Clients
3
AUM
$2.5M
Charitable Organization Clients
11
AUM
$47.1M
Corporation or Business Clients
11
AUM
$98M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CADEFLGAKSLAMAMONYTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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