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Dreher Investment Services, Inc.

Headquartered in SAN ANGELO, TX

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Firm Information

Dreher Investment Services, Inc. is an investment advisor based in SAN ANGELO, TX, with a total of 4 investment advisor representatives. The firm primarily provides portfolio management for individuals and businesses, as well as pension consulting. Their client base primarily includes high-net-worth individuals, with a smaller number of individuals other than high-net-worth, corporations or other businesses, charitable organizations, and 401K plans. They manage approximately $221.2 million in assets.

Dreher Investment Services, Inc.

517 W. TWOHIG AVENUE

SAN ANGELO, TX 76903

$221.20M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

DREHER INVESTMENT SERVICES, INC. has a total of 2 branch locations across the country.
location

San Angelo, TX

location

SAN ANGELO, TX

Advisors at Dreher Investment Services, Inc.

View All 5 Advisors
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Charles Dreher Robertson

RA

San Angelo, TX

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Katy Lin Taylor

RA

SAN ANGELO, TX

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Flynn McNabb

RA

SAN ANGELO, TX

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Rusty Joe Taylor

RA

SAN ANGELO, TX

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Spencer Judson Plagens

RA

SAN ANGELO, TX

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Disclosures

There are no public disclosures for Dreher Investment Services, Inc..

Frequently Asked Questions (9)

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