R.H. DINEL INVESTMENT COUNSEL,INC.
Adviser information for R.H. DINEL INVESTMENT COUNSEL,INC. last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 28 | $166.3M |
Non-Discretionary | 2 | $269,790 |
Total | 30 | $166.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 24 | $159.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 3 | $3.5M |
Charitable organizations | 1 | $3.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 2 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesCONSULTATION REGARDING A PERSON'S PORTFOLIO |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
11661 SAN VICENTE BLVD STE 400LOS ANGELES
CA
United States
Monday - Friday, 9:30 AM TO 5:30 PM
Tel: 310-571-7171, Fax: 310-571-3344
Websites
Chief Compliance Officer
RICHARD H DINEL
PRESIDENT
11661 SAN VICENTE BLVD. SUITE 400
LOS ANGELES
CA
United States
Tel:
310-571-7171
Fax:
310-571-3344
R******@********M
(Full email address available in API data)
Regulatory Contact
DINEL, JOYCE K.
VICE PRESIDENT
11661 SAN VICENTE BLVD., SUITE 400
LOS ANGELES
CA
United States
Tel:
310-571-7171
Fax:
310-571-3344
R******@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DINEL, JOYCE, KORSMEYER | Individual | – | VICE PRESIDENT, ADMINISTRATION, TRUSTEE OF THE DINEL FAMILY TRUST | 03/1992 | < 5% |
DINEL, RICHARD, HENRY | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER, TRUSTEE OF THE DINEL FAMILY TRUST | 03/1992 | < 5% |
THE DINEL FAMILY TRUST | Domestic Entity | – | SHAREHOLDER | 09/2013 | > 75% |
DINEL, RICHARD, HENRY | Individual | THE DINEL FAMILY TRUST | TRUSTEE AND BENEFICIAL OWNER | 09/2013 | |
DINEL, JOYCE, KORSMEYER | Individual | THE DINEL FAMILY TRUST | TRUSTEE AND BENEFICIAL OWNER | 09/2013 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
STARBUCKS CORP | Stock | 5M | 66K | 0 |
HUBBELL INC | Stock | 2M | 6K | 0 |
SHELL PLC | ADR | 616K | 9K | 0 |
THE LIBERTY SIRIUS XM GROUP SERIES A | Stock | 1M | 59K | 0 |
THE LIBERTY SIRIUS XM GROUP SERIES C | Stock | 415K | 19K | 0 |
PROCTER AND GAMBLE CO | Stock | 452K | 3K | 0 |
COCA COLA CO | Stock | 4M | 58K | 0 |
GENERAL MLS INC | Stock | 67K | 1K | 0 |
ENTERPRISE PRODS PARTNERS LP | Stock | 2M | 52K | 0 |
UNITED PARCEL SERVICE INC CL B | Stock | 1M | 8K | 0 |
INTEL CORP | Stock | 1M | 39K | 0 |
MERCK & CO. INC | Stock | 7M | 53K | 0 |
EXACT SCIENCES CORP | Stock | 1M | 26K | 0 |
VERIZON COMMUNICATIONS INC | Stock | 750K | 18K | 0 |
PEPSICO INC COM | Stock | 3M | 17K | 0 |
KIMBERLY-CLARK CORP | Stock | 2M | 12K | 0 |
AUTOMATIC DATA PROCESSING INC | Stock | 7M | 30K | 0 |
BERKSHIRE HATHAWAY INC DEL CL B | Stock | 4M | 10K | 0 |
ADOBE SYSTEMS INCORPORATED | Stock | 14M | 25K | 0 |
COMCAST CORP CL A | Stock | 2M | 55K | 0 |
MICROSOFT CORP | Stock | 23M | 52K | 0 |
WARNER BROS DISCOVERY INC SER A | Stock | 203K | 27K | 0 |
SCHLUMBERGER LTD COM STK | Stock | 2M | 40K | 0 |
PLAINS ALL AMERN PIPELINE LP | Stock | 304K | 17K | 0 |
HERSHEY CO | Stock | 2M | 12K | 0 |
META PLATFORMS INC CL A | Stock | 8M | 16K | 0 |
KINDER MORGAN INC DEL | Stock | 155K | 8K | 0 |
LIBERTY LIVE GROUP SERIES C | Stock | 184K | 5K | 0 |
LIBERTY LIVE GROUP SERIES A | Stock | 376K | 10K | 0 |
QUALCOMM INC | Stock | 11M | 57K | 0 |
AT&T INC | Stock | 313K | 16K | 0 |
ONEOK INC NEW COM | Stock | 2M | 25K | 0 |
DOLBY LABORATORIES INC CL A | Stock | 1M | 18K | 0 |
THERMO FISHER SCIENTIFIC INC | Stock | 11M | 19K | 0 |
JPMORGAN CHASE & CO | Stock | 853K | 4K | 0 |
CHEVRON CORP | Stock | 5M | 34K | 0 |
WALMART INC | Stock | 3M | 42K | 0 |
ORACLE CORP | Stock | 7M | 46K | 0 |
PFIZER INC | Stock | 2M | 71K | 0 |
AMGEN INC | Stock | 7M | 23K | 0 |
AGILENT TECHNOLOGIES INC | Stock | 998K | 8K | 0 |
EXXON MOBIL CORP | Stock | 3M | 22K | 0 |
PRICE T ROWE GROUP INC | Stock | 5M | 45K | 0 |
COLGATE PALMOLIVE CO | Stock | 3M | 28K | 0 |