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).

Current Firm Details
100 W Venice Ave, Suite G, Venice, FL 34285
http://www.dkeinc.com
By the Numbers
  • Total Assets Under Management
    537
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $1,876,132
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, KS, LA, MA, MO, NY, TX

Financial Advisors at Dale K. Ehrhart, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael Hartley, financial advisor Venice FL
Michael T. Hartley
CRD#: 1522614
100 W Venice Ave, Suite G, Venice, FL 34285

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.

2
Michael Hartley, financial advisor Venice FL
Michael W. Hartley
CRD#: 4828732
101 W. Venice Ave., #22, Venice, FL 34275

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.

3
Keith Heil, financial advisor Venice FL
Keith E. Heil
CRD#: 4524970
100 W Venice Ave, Suite G, Venice, FL 34285

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.

4
Thomas Trammell, financial advisor Venice FL
Thomas B. Trammell
CRD#: 1003389
100 W Venice Ave, Suite G, Venice, FL 34285

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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