The Dienekes Corporation

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$602K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150276
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.38%
  • Individuals10.62%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

The Dienekes Corporation is a small, single‑owner advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a percentage‑of‑AUM fee model and manages client assets on a discretionary basis. With a very limited client roster and a strong cash weighting in client accounts, the firm appears to emphasize tailored cash management and conservative portfolio positioning, intervening as needed rather than running high‑turnover strategies. The advisory lens is straightforward: work directly with individual and family clients to manage invested assets, using third‑party managers for certain alternative exposures. The firm is not an active ESG investor and does not operate across multiple states, which reinforces a locally oriented, client‑level service model rather than a broad institutional allocator role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 83%, Exchange Traded Equities 15%, US Government Bonds 1%, Other 1%83%
  • Cash & Cash Equivalents83%
  • Exchange Traded Equities15%
  • US Government Bonds1%
  • Other1%

Contacts

1 of 1
  • David Berish

    PresidentCRD 852590

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth