R.H. DINEL INVESTMENT COUNSEL,INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $153.5M |
| Discretionary | $153.4M100% of AUM |
| Non-Discretionary | $150K |
| Client Accounts | 25 |
| Avg Account Size | $6.1M |
| Employees | 2 |
| Peak AUM | $169.5MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $154M | 9.4% | +6.0% | +2.3% | |
| Discretionary AUM | $153M | ||||
Key Metrics
| Total AUM | $153.5M |
| Discretionary | $153.4M |
| Employees | 2 |
| Client Accounts | 25 |
Contact & Location
Address
11661 SAN VICENTE BLVD STE 400
LOS ANGELES CA 90049-5112
Phone
310-571-7171
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$153M
99.9% of AUM
Non-Discretionary
$150,000
0.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pension Plans
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported