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Building 2DREHER INVESTMENT SERVICES, INC.

Map pinSAN ANGELO, TX
Phone325-486-8600
NotebookSEC #801-110396
Total AUM
$272M
Employees
6
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
517 W. TWOHIG AVENUE
SAN ANGELO
TX 76903
United States
Operating Hours
8:00-4:30
Monday - Friday
Phone
325-486-8600

ReceiptFinancials

Total AUM
$272M
Accounts
341
Discretionary
$272M
Accounts
341
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
205
AUM
$36.1M
HNW Individual Clients
111
AUM
$200.2M
Charitable Organization Clients
1
AUM
$778.3K
Corporation or Business Clients
12
AUM
$2.5M
Other Clients
12
AUM
$32.5M
Description of Other Clients
401K PLANS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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