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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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