Dreher Investment Services, Inc.

Dreher Investment Services, Inc. (CRD# 114196) is a financial advisory firm headquartered in San Angelo, TX. They manage $110,910,200 in 119 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $932,018
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Dreher Investment Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Charles D. Robertson
CRD#: 705261
,
93
Wealthminder
score

Charles Robertson (CRD# 705261) is an Investment Advisor Representative working at Dreher Investment Services, Inc. in , and has over 29 years of experience in the finance industry.

2
Katy L. Taylor
CRD#: 5580541
517 W. Twohig Avenue, San Angelo, TX 76903
93
Wealthminder
score

Katy Taylor (CRD# 5580541) is an Investment Advisor Representative working at Dreher Investment Services, Inc. in San Angelo, TX and has over 9 years of experience in the finance industry.

3
Spencer J. Plagens
CRD#: 5925791
517 W. Twohig Avenue, San Angelo, TX 76903
90
Wealthminder
score

Spencer Plagens (CRD# 5925791) is an Investment Advisor Representative working at Dreher Investment Services, Inc. in San Angelo, TX and has over 4 years of experience in the finance industry.

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