Dale K. Ehrhart, Inc.
Dale K. Ehrhart, Inc. (CRD# 35971) is a financial advisory firm headquartered in Venice, FL. They manage $536,573,690 in 286 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management537MILLION
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Total Number of Accounts286ACCOUNTS
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Average Account Value$1,876,132
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, GA, KS, LA, MA, MO, NY, TX
Michael Hartley (CRD# 1522614) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 36 years of experience in the finance industry.
Michael Hartley (CRD# 4828732) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 19 years of experience in the finance industry.
Keith Heil (CRD# 4524970) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 24 years of experience in the finance industry.
Thomas Trammell (CRD# 1003389) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 39 years of experience in the finance industry.