R.H. Dinel Investment Counsel,Inc.

RIASEC Registered

Total AUM

$154M

Discretionary

$153M

100% of AUM

Avg account

$6.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 106688
Registered since: August 20, 1991
Website: rhdic.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.04%
Charitable Organizations2.71%
Pension & Profit Sharing Plans1.26%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

R.H. Dinel Investment Counsel, Inc. is an independent, SEC-registered investment adviser (registered in 1991) operating as a corporation and owned by domestic individual interests. The firm serves both high-net-worth individuals and institutional clients, providing portfolio management for individuals and small businesses and acting as a capital allocator by selecting other advisers when appropriate. Its fee arrangements include percentage-of-AUM fees plus the option for hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not classified as a multi-state adviser.