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, 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
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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