DHR Investment Counsel

Trust Score 96%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


DHR Investment Counsel, federally registered in 1998, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. DHR Investment Counsel manages $349.4 million and provides investment advisory services for 160 clients (1:160 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,183,745
Hybrid Advisor No
Disciplinary History No
Total AUM $349.4 million
Advisor / Client Ratio 1:160
Headquarters Oakland, CA
SEC Filings Forms and Brochures    (CRD # 109546)
State(s) Registered CA

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