Overview
Assets Under Management: $221 million
Headquarters: SAN ANGELO, TX
High-Net-Worth Clients: 111
Average Client Assets: $2 million
Frequently Asked Questions
DREHER INVESTMENT SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114196), DREHER INVESTMENT SERVICES, INC. is subject to fiduciary duty under federal law.
DREHER INVESTMENT SERVICES, INC. is headquartered in SAN ANGELO, TX.
DREHER INVESTMENT SERVICES, INC. serves 111 high-net-worth clients according to their SEC filing dated May 14, 2024. View client details ↓
According to their SEC Form ADV, DREHER INVESTMENT SERVICES, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DREHER INVESTMENT SERVICES, INC. manages $221 million in client assets according to their SEC filing dated May 14, 2024.
According to their SEC Form ADV, DREHER INVESTMENT SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 308
Discretionary Accounts: 308
Regulatory Filings
CRD Number: 114196
Last Filing Date: 2024-05-14 00:00:00
Website: https://dreherco.com