DKE, Inc. is an SEC Registered Investment Counsel. Our business consists primarily of providing investment advice to individuals and families.
Registered Investment Advisor Information: Dale K. Ehrhart, Inc. (DKE, Inc.) is an investment advisor registered with the Securities and Exchange Commission (SEC). The firm is also registered as an investment advisor in the following states: CA, FL, GA, KS, MA, MO, NY, OR, TX. Securities in managed accounts are held at various brokers, banks and trust companies. Securities and checks should be sent directly to these firms. Please contact DKE Customer Service at 1-800-226-7805 for specific account information,
ADV Part II - A copy of our ADV (the SEC disclosure document) is available upon request. This document describes our firm, our strategies, techniques, fees, and backgrounds.
ADV Part III (Form CRS) - Client Relationship Summary
Proxy Voting Policy – A copy of our proxy voting policies are available upon request. This document outlines the policies and procedures we follow regarding the voting of client proxies for their invested securities.