Dreher Investment Services, Inc.

Dreher Investment Services, Inc. (CRD# 114196) is a financial advisory firm headquartered in San Angelo, TX. They manage $186,116,714 in 252 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
517 W. Twohig Avenue, San Angelo, TX 76903
https://www.dreherinvestmentservices.com
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $738,558
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
  • Pension consulting services
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 - 4 of 4 top financial advisors.
1
Spencer Plagens, financial advisor San Angelo TX
Spencer J. Plagens
CRD#: 5925791
517 W. Twohig Avenue, San Angelo, TX 76903

Spencer Plagens (CRD# 5925791) 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.

2
Charles Robertson, financial advisor San Angelo TX
Charles D. Robertson
CRD#: 705261
517 W. Twohig Av, San Angelo, TX 76903

Charles Robertson (CRD# 705261) is an Investment Advisor Representative working at Dreher Investment Services, Inc. in San Angelo, TX and has over 34 years of experience in the finance industry.

3
Katy Taylor, financial advisor San Angelo TX
Katy L. Taylor
CRD#: 5580541
517 W. Twohig Avenue, San Angelo, TX 76903

Katy Taylor (CRD# 5580541) is an Investment Advisor Representative working at Dreher Investment Services, Inc. in San Angelo, TX and has over 14 years of experience in the finance industry.

4
Rusty Taylor, financial advisor San Angelo TX
Rusty J. Taylor
CRD#: 7071684
517 W. Twohig Avenue, San Angelo, TX 76903

Rusty Taylor (CRD# 7071684) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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