DALE K. EHRHART, INC.

VENICE, Florida·9 registered advisors·CRD# 35971
SEC# 801-135420941-485-8220
01

Firm Overview

AUM
$537M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at DALE K. EHRHART, INC.

9 registered advisors
Bonnie Brown Hartley
VENICE, Florida
Brian Richard Pope
VENICE, Florida
Byron Anthony Sanders
VENICE, Florida
Michael Thomas Hartley
VENICE, Florida
Michael Warren Hartley
VENICE, Florida
Micki Ruth Gette
VENICE, Florida
Nancy Jean Trammell
VENICE, Florida
Robert Caldwell Keyser
VENICE, Florida
Thomas Blair Trammell
VENICE, Florida
05

Office Locations

VENICE, Florida
9 advisors

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Data sourced from SEC Form ADV filings. DALE K. EHRHART, INC. (CRD# 35971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.