Investment adviser · CRD 109546
DHR INVESTMENT COUNSEL LTD
Investment adviser filing (IA)
OAKLAND, CA, United States · Form ADV filed Mar 22, 2022
- Regulatory AUM
- $470M Form ADV · Item 5.F
- Client accounts
- 727 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $418,653,824 | 89.0% |
| Individuals | 68 | $38,415,640 | 8.2% |
| Charities | Fewer than 5 | $10,018,712 | 2.1% |
| Retirement plans | Fewer than 5 | $3,266,927 | 0.7% |
Filing source
Form ADV 1625889 · Mar 22, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
5435 COLLEGE AVE, SUITE 200OAKLAND, CA, 94618, United States
CRD 109546
Filing source
Form ADV 1625889 · Mar 22, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.