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Home > Retirement Planners > north carolina > southern pines > DREHER FINANCIAL PARTNERS
DREHER FINANCIAL PARTNERS
275 Se Broad Street
Southern Pines, North Carolina 28387
Tel: 910 692-4330
About DREHER FINANCIAL PARTNERS
DREHER FINANCIAL PARTNERS, formally registered with the SEC as DREHER FINANCIAL PARTNERS. The firm was established in 05/17/2022. They have over 1 offices throughout the country.
DREHER FINANCIAL PARTNERS is a Southern Pines, North Carolina based Financial Planning firm with nearly $124,184,522 assets under management, offering retirement planning & investment advisory services to 470 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104537 |
| SEC# | 801-125002 |
| Assets Managed by Firm | $124,184,522 |
| No. of Clients | 470 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 470 | $124,184,522 |
| Individuals (other than high net worth individuals) | 120 | $36,084,022 |
| High net worth individuals | 35 | $82,600,500 |
| Pension and profit sharing plans | 3 | $4,900,000 |
| Charitable organizations | 2 | $600,000 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
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| $137,561,001,775 | 6685 | 31 |
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