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 small, equity‑oriented advisory firm that manages portfolios for high‑net‑worth individuals, families and select institutional clients. The firm operates as a capital allocator with a clear preference for exchange‑traded equities and separate managed accounts. Its advisory services emphasize discretionary portfolio management for individuals and small businesses and the selection of other advisers when a subadvisor or specialist is needed. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm is not identified 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
Similar firms
WALK-ON CAPITAL, LLC
RIALos Angeles, CA
CLAIRMONT CAPITAL GROUP, LLC
RIALos Angeles, CA
FOREST ROAD ASSET MANAGEMENT LLC
RIALos Angeles, CA
AQUA CAPITAL ADVISORS
RIALos Angeles, CA
OLIVE STREET CAPITAL PARTNERS LLC
RIALos Angeles, CA
AVISE FINANCIAL
RIALos Angeles, CA