Overview
Assets Under Management: $381 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 90
Average Client Assets: $3.7 million
Frequently Asked Questions
DHR INVESTMENT COUNSEL LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109546), DHR INVESTMENT COUNSEL LTD is subject to fiduciary duty under federal law.
DHR INVESTMENT COUNSEL LTD is headquartered in OAKLAND, CA.
DHR INVESTMENT COUNSEL LTD serves 90 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, DHR INVESTMENT COUNSEL LTD offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DHR INVESTMENT COUNSEL LTD manages $381 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, DHR INVESTMENT COUNSEL LTD serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.26%
Average Client Assets: $3.7 million
Total Client Accounts: 680
Discretionary Accounts: 471
Non-Discretionary Accounts: 209
Regulatory Filings
CRD Number: 109546
Filing ID: 1201505
Last Filing Date: 2018-03-29 19:07:00