The Dienekes Corporation
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
FINTRXOverview
The Dienekes Corporation is a small, independent registered investment adviser organized as a corporation and owned by an individual. It provides portfolio management services primarily to individuals, families and small businesses, charging fees based on a percentage of assets under management. The firm does not identify as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or capital allocator; its advisory activity centers on direct portfolio management rather than running third‑party manager programs.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents83%
- Exchange Traded Equities15%
- US Government Bonds1%
- Other1%
Contacts
1 of 1David Berish
PresidentCRD 852590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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