Unclaimed Profile

Bonnie Brown Hartley

DALE K. EHRHART, INC.·VENICE, Florida

Clean recordDALE K. EHRHART, INC.

100 W VENICE AVE, VENICE, FL 34285CRD# 6894411Firm CRD# 35971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonnie Brown Hartley · VENICE, FL

Registration

CRD #6894411 · DALE K. EHRHART, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bonnie Brown Hartley is a registered financial advisor based in VENICE, Florida, affiliated with DALE K. EHRHART, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DALE K. EHRHART, INC.

AUM

$537M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DALE K. EHRHART, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6894411

Firm CRD# 35971

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bonnie Brown Hartley offer?

Bonnie Brown Hartley specializes in Investment Management, Wealth Management. Contact their office in VENICE, Florida for a consultation.

What are Bonnie Brown Hartley's credentials?

Bonnie Brown Hartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonnie Brown Hartley located?

Bonnie Brown Hartley is based in VENICE, Florida, working with DALE K. EHRHART, INC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.

How does Bonnie Brown Hartley charge for services?

Bonnie Brown Hartley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALE K. EHRHART, INC.?

DALE K. EHRHART, INC. has approximately 6 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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