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DREHER INVESTMENT SERVICES, INC.
DREHER INVESTMENT SERVICES, INC.
SAN ANGELO, Texas
·
4 registered advisors
·
CRD# 114196
SEC# 801-110396
0
325-486-8600
01
Firm Overview
AUM
$221M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at DREHER INVESTMENT SERVICES, INC.
4 registered advisors
Charles Dreher Robertson
SAN ANGELO, Texas
CRD# 705261
Katy Lin Taylor
SAN ANGELO, Texas
CRD# 5580541
Rusty Joe Taylor
SAN ANGELO, Texas
CRD# 7071684
Spencer Judson Plagens
SAN ANGELO, Texas
CRD# 5925791
05
Office Locations
SAN ANGELO, Texas
4 advisors
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Data sourced from SEC Form ADV filings. DREHER INVESTMENT SERVICES, INC. (CRD# 114196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.