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Dreher Investment Services, Inc.
San Angelo, Texas
5.0
2 Reviews
Dreher Investment Services, Inc., based out of San Angelo, TX, is a reputable and established small investment advisory firm. With over 180 individual clients, they currently manage an impressive $177,356,000 in assets. Specializing in discretionary asset management, Dreher Investment Services caters to high net worth individuals, who make up the majority of their clientele.
With a focus on personalized financial solutions, Dreher Investment Services offers a range of services tailored to meet their clients' unique investment goals. While they primarily manage individual accounts and 401Ks, the firm also possesses the expertise t...see more
Assets Under Mgmt
$177.36M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Dreher Investment Services, Inc.
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