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DREHER INVESTMENT SERVICES, INC.
517 W. Twohig Avenue
San Angelo, Texas 76903
Tel: 325-486-8600
About DREHER INVESTMENT SERVICES, INC.
DREHER INVESTMENT SERVICES, INC, formally registered with the SEC as DREHER INVESTMENT SERVICES, INC. The firm was established in 04/13/2017. They have over 1 offices throughout the country.
DREHER INVESTMENT SERVICES, INC. is a San Angelo, Texas based Financial Planning firm with nearly $221,202,412 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114196 |
| SEC# | 801-110396 |
| Assets Managed by Firm | $221,202,412 |
| No. of Clients | 308 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 308 | $221,202,412 |
| Individuals (other than high net worth individuals) | 190 | $31,609,160 |
| High net worth individuals | 99 | $159,527,404 |
| Charitable organizations | 1 | $723,436 |
| Corporations or other businesses | 1 | $814,141 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
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| $6,856,132,947 | 1409 | 17 |
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