R.H. Dinel Investment Counsel,Inc.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106688
- Registered since
- August 20, 1991
- Website
- rhdic.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.04%
- Charitable Organizations2.71%
- Pension & Profit Sharing Plans1.26%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
R.H. Dinel Investment Counsel, Inc. is a privately held corporate adviser that has been SEC-registered since 1991. The firm serves both individual/family clients and institutional accounts and functions as a capital allocator with a primary emphasis on equity exposure. Its advisory work centers on portfolio management for individuals and small businesses and on selecting other investment managers when appropriate. Compensation mixes include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Richard Dinel
President, Chief Compliance OfficerCRD 2206606
Contacts
2 of 2Robert Terrell
Senior Vice PresidentCRD 8114447
Joyce Dinel
Vice PresidentCRD 4356386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11661 San Vicente Blvd
- Time zone
- PT (UTC-8)
- Office locations
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