Overview
Assets Under Management: $221 million
Headquarters: SAN ANGELO, TX
High-Net-Worth Clients: 111
Average Client Assets: $2 million
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