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Building 2DREHER FINANCIAL PARTNERS

Map pinSOUTHERN PINES, NC
Phone910 692-4330
NotebookSEC #801-125002
Total AUM
$148.2M
Employees
2
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 SE BROAD STREET
SOUTHERN PINES
NC 28387
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
910 692-4330

ReceiptFinancials

Total AUM
$148.2M
Accounts
496
Discretionary
$148.2M
Accounts
496
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$45.6M
HNW Individual Clients
36
AUM
$94.2M
Pension/Profit Sharing Plan Clients
4
AUM
$8M
Charitable Organization Clients
2
AUM
$450K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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