T
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-2010
- Office Locations
- 1
Office Locations
-- Purcellville VA
About THE Dienekes Corporation
THE Dienekes Corporation is a Purcellville-based RIA. The firm has been operating for 16 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$601.6K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID JOSEPH BERISH
Director, President
- CRD
- #852590
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,203,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,203,188 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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